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Disclosery

Concord Wealth Partners: SPDW position timeline

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

Concord Wealth Partners held 1,515,615 SPDW 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 1,515,615 shares
    Change vs previous 13F +4,273 shares

    5.03% of the 13F portfolio, value $76,371,821.

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

    • Concord Wealth Partners: 774,332 shares
    • Concord Asset Management, LLC/VA: 741,283 shares

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

  2. period ended2026-03-31
    13F 1,511,342 shares
    Change vs previous 13F +45,212 shares

    5.06% of the 13F portfolio, value $68,992,776.

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

    • Concord Wealth Partners: 763,350 shares
    • Concord Asset Management, LLC/VA: 747,992 shares

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

  3. period ended2025-12-31
    13F 1,466,130 shares
    Change vs previous 13F +71,320 shares

    4.83% of the 13F portfolio, value $65,110,846.

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

    • Concord Wealth Partners: 740,978 shares
    • Concord Asset Management, LLC/VA: 725,152 shares

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

  4. period ended2025-09-30
    13F 1,394,810 shares
    Change vs previous 13F +28,488 shares

    4.68% of the 13F portfolio, value $59,683,913.

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

    • Concord Wealth Partners: 698,573 shares
    • Concord Asset Management, LLC/VA: 696,237 shares

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

  5. period ended2025-06-30
    13F 1,366,322 shares
    Change vs previous 13F +171,541 shares

    4.1% of the 13F portfolio, value $55,322,362.

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

    • Concord Wealth Partners: 683,161 shares
    • Concord Asset Management, LLC/VA: 683,161 shares

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

  6. period ended2025-03-31
    13F 1,194,781 shares
    Change vs previous 13F +992,340 shares

    4.13% of the 13F portfolio, value $43,870,824.

    13F-HR 0002031885-25-000002 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 536,149 shares
    • Concord Asset Management, LLC/VA: 658,632 shares

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

  7. period ended2024-12-31
    13F 202,441 shares
    Change vs previous 13F -27,889 shares

    0.65% of the 13F portfolio, value $6,909,286.

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

    • Concord Wealth Partners: 105,209 shares
    • Concord Asset Management, LLC/VA: 97,232 shares

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

  8. period ended2024-09-30
    13F 230,330 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $8,651,177.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 122,750 shares
    • Concord Asset Management, LLC/VA: 107,580 shares

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