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Disclosery

Concord Wealth Partners: SPSB position timeline

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

Concord Wealth Partners held 2,236,019 SPSB 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 2,236,019 shares
    Change vs previous 13F +47,792 shares

    4.42% of the 13F portfolio, value $67,102,927.

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

    • Concord Wealth Partners: 1,140,512 shares
    • Concord Asset Management, LLC/VA: 1,095,507 shares

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

  2. period ended2026-03-31
    13F 2,188,227 shares
    Change vs previous 13F +92,890 shares

    4.83% of the 13F portfolio, value $65,799,967.

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

    • Concord Wealth Partners: 1,111,212 shares
    • Concord Asset Management, LLC/VA: 1,077,015 shares

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

  3. period ended2025-12-31
    13F 2,095,337 shares
    Change vs previous 13F +69,394 shares

    4.7% of the 13F portfolio, value $63,279,177.

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

    • Concord Wealth Partners: 1,062,335 shares
    • Concord Asset Management, LLC/VA: 1,033,002 shares

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

  4. period ended2025-09-30
    13F 2,025,943 shares
    Change vs previous 13F +94,683 shares

    4.81% of the 13F portfolio, value $61,365,810.

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

    • Concord Wealth Partners: 1,024,923 shares
    • Concord Asset Management, LLC/VA: 1,001,020 shares

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

  5. period ended2025-06-30
    13F 1,931,260 shares
    Change vs previous 13F +69,494 shares

    4.32% of the 13F portfolio, value $58,304,738.

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

    • Concord Wealth Partners: 965,630 shares
    • Concord Asset Management, LLC/VA: 965,630 shares

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

  6. period ended2025-03-31
    13F 1,861,766 shares
    Change vs previous 13F -48,108 shares

    5.26% of the 13F portfolio, value $55,911,779.

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

    • Concord Wealth Partners: 951,776 shares
    • Concord Asset Management, LLC/VA: 909,990 shares

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

  7. period ended2024-12-31
    13F 1,909,874 shares
    Change vs previous 13F -645,091 shares

    5.35% of the 13F portfolio, value $57,028,823.

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

    • Concord Wealth Partners: 969,702 shares
    • Concord Asset Management, LLC/VA: 940,172 shares

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

  8. period ended2024-09-30
    13F 2,554,965 shares
    Change vs previous 13F not available

    7.43% of the 13F portfolio, value $77,364,335.

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

    • Concord Wealth Partners: 1,285,179 shares
    • Concord Asset Management, LLC/VA: 1,269,786 shares

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