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Disclosery

Concord Wealth Partners: SPHQ position timeline

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

Concord Wealth Partners held 127,686 SPHQ 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 127,686 shares
    Change vs previous 13F +5,286 shares

    1.32% of the 13F portfolio, value $11,504,509.

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

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

  2. period ended2026-03-31
    13F 122,400 shares
    Change vs previous 13F +2,719 shares

    1.19% of the 13F portfolio, value $9,203,256.

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

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

  3. period ended2025-12-31
    13F 119,681 shares
    Change vs previous 13F +4,900 shares

    1.17% of the 13F portfolio, value $8,982,059.

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

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

  4. period ended2025-09-30
    13F 114,781 shares
    Change vs previous 13F -116,427 shares

    1.16% of the 13F portfolio, value $8,412,299.

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

    • Concord Wealth Partners: 114,781 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  5. period ended2025-06-30
    13F 231,208 shares
    Change vs previous 13F +119,774 shares

    1.22% of the 13F portfolio, value $16,475,882.

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

    • Concord Wealth Partners: 115,604 shares
    • Concord Asset Management, LLC/VA: 115,604 shares

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

  6. period ended2025-03-31
    13F 111,434 shares
    Change vs previous 13F -5,424 shares

    1.21% of the 13F portfolio, value $7,392,532.

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

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

  7. period ended2024-12-31
    13F 116,858 shares
    Change vs previous 13F -461 shares

    1.28% of the 13F portfolio, value $7,832,992.

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

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

  8. period ended2024-09-30
    13F 117,319 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $7,892,049.

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

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