Skip to content
Disclosery

Concord Wealth Partners: SPGI position timeline

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

Concord Wealth Partners held 2,284 SPGI 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 2,284 shares
    Change vs previous 13F +96 shares

    0.06% of the 13F portfolio, value $930,187.

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

    • Concord Wealth Partners: 1,252 shares
    • Concord Asset Management, LLC/VA: 1,032 shares

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

  2. period ended2026-03-31
    13F 2,188 shares
    Change vs previous 13F +128 shares

    0.07% of the 13F portfolio, value $930,595.

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

    • Concord Wealth Partners: 1,194 shares
    • Concord Asset Management, LLC/VA: 994 shares

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

  3. period ended2025-12-31
    13F 2,060 shares
    Change vs previous 13F +89 shares

    0.08% of the 13F portfolio, value $1,076,940.

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

    • Concord Wealth Partners: 1,126 shares
    • Concord Asset Management, LLC/VA: 934 shares

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

  4. period ended2025-09-30
    13F 1,971 shares
    Change vs previous 13F -93 shares

    0.08% of the 13F portfolio, value $959,703.

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

    • Concord Wealth Partners: 1,078 shares
    • Concord Asset Management, LLC/VA: 893 shares

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

  5. period ended2025-06-30
    13F 2,064 shares
    Change vs previous 13F +208 shares

    0.08% of the 13F portfolio, value $1,088,708.

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

    • Concord Wealth Partners: 1,032 shares
    • Concord Asset Management, LLC/VA: 1,032 shares

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

  6. period ended2025-03-31
    13F 1,856 shares
    Change vs previous 13F +294 shares

    0.09% of the 13F portfolio, value $911,078.

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

    • Concord Wealth Partners: 1,004 shares
    • Concord Asset Management, LLC/VA: 852 shares

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

  7. period ended2024-12-31
    13F 1,562 shares
    Change vs previous 13F +220 shares

    0.07% of the 13F portfolio, value $778,200.

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

    • Concord Wealth Partners: 883 shares
    • Concord Asset Management, LLC/VA: 679 shares

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

  8. period ended2024-09-30
    13F 1,342 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $693,552.

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

    • Concord Wealth Partners: 764 shares
    • Concord Asset Management, LLC/VA: 578 shares

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