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Disclosery

Concord Wealth Partners: SPIB position timeline

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

Concord Wealth Partners held 1,992,857 SPIB 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 1,992,857 shares
    Change vs previous 13F +65,306 shares

    4.39% of the 13F portfolio, value $66,680,998.

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

    • Concord Wealth Partners: 1,008,318 shares
    • Concord Asset Management, LLC/VA: 984,539 shares

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

  2. period ended2026-03-31
    13F 1,927,551 shares
    Change vs previous 13F +109,155 shares

    4.75% of the 13F portfolio, value $64,650,074.

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

    • Concord Wealth Partners: 970,711 shares
    • Concord Asset Management, LLC/VA: 956,840 shares

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

  3. period ended2025-12-31
    13F 1,818,396 shares
    Change vs previous 13F +69,218 shares

    4.56% of the 13F portfolio, value $61,479,967.

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

    • Concord Wealth Partners: 913,722 shares
    • Concord Asset Management, LLC/VA: 904,674 shares

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

  4. period ended2025-09-30
    13F 1,749,178 shares
    Change vs previous 13F +100,370 shares

    4.65% of the 13F portfolio, value $59,279,645.

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

    • Concord Wealth Partners: 876,567 shares
    • Concord Asset Management, LLC/VA: 872,611 shares

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

  5. period ended2025-06-30
    13F 1,648,808 shares
    Change vs previous 13F +117,310 shares

    4.1% of the 13F portfolio, value $55,366,942.

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

    • Concord Wealth Partners: 824,404 shares
    • Concord Asset Management, LLC/VA: 824,404 shares

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

  6. period ended2025-03-31
    13F 1,531,498 shares
    Change vs previous 13F +60,225 shares

    4.77% of the 13F portfolio, value $50,646,447.

    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: 765,263 shares
    • Concord Asset Management, LLC/VA: 766,235 shares

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

  7. period ended2024-12-31
    13F 1,471,273 shares
    Change vs previous 13F not available

    4.52% of the 13F portfolio, value $48,198,918.

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

    • Concord Wealth Partners: 736,572 shares
    • Concord Asset Management, LLC/VA: 734,701 shares

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