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Disclosery

Concord Wealth Partners: SPDG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concord Wealth Partners on SPDG, newest first. How the timeline and the estimate are built.

Concord Wealth Partners held 53,310 SPDG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,310 shares
    Change vs previous 13F -3,984 shares

    0.16% of the 13F portfolio, value $2,470,058.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 27,009 shares
    • Concord Asset Management, LLC/VA: 26,301 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 57,294 shares
    Change vs previous 13F -1,822 shares

    0.18% of the 13F portfolio, value $2,388,016.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 29,001 shares
    • Concord Asset Management, LLC/VA: 28,293 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 59,116 shares
    Change vs previous 13F -1,560 shares

    0.18% of the 13F portfolio, value $2,410,786.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 29,912 shares
    • Concord Asset Management, LLC/VA: 29,204 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 60,676 shares
    Change vs previous 13F -4,078 shares

    0.19% of the 13F portfolio, value $2,439,102.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 30,760 shares
    • Concord Asset Management, LLC/VA: 29,916 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 64,754 shares
    Change vs previous 13F -5,767 shares

    0.19% of the 13F portfolio, value $2,514,380.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 32,377 shares
    • Concord Asset Management, LLC/VA: 32,377 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 70,521 shares
    Change vs previous 13F -6,697 shares

    0.24% of the 13F portfolio, value $2,592,067.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 39,653 shares
    • Concord Asset Management, LLC/VA: 30,868 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 77,218 shares
    Change vs previous 13F +2,309 shares

    0.27% of the 13F portfolio, value $2,905,537.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 38,963 shares
    • Concord Asset Management, LLC/VA: 38,255 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 74,909 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,839,874.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 36,779 shares
    • Concord Asset Management, LLC/VA: 38,130 shares

    Acceptance time not in the bulk data set (spec §4.2).