Skip to content
Disclosery

Concord Wealth Partners: SPTI position timeline

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

Concord Wealth Partners held 2,350,809 SPTI 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 2,350,809 shares
    Change vs previous 13F +92,365 shares

    4.39% of the 13F portfolio, value $66,739,478.

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

    • Concord Wealth Partners: 1,188,621 shares
    • Concord Asset Management, LLC/VA: 1,162,188 shares

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

  2. period ended2026-03-31
    13F 2,258,444 shares
    Change vs previous 13F +122,133 shares

    4.75% of the 13F portfolio, value $64,727,019.

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

    • Concord Wealth Partners: 1,136,477 shares
    • Concord Asset Management, LLC/VA: 1,121,967 shares

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

  3. period ended2025-12-31
    13F 2,136,311 shares
    Change vs previous 13F +77,205 shares

    4.57% of the 13F portfolio, value $61,611,204.

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

    • Concord Wealth Partners: 1,072,706 shares
    • Concord Asset Management, LLC/VA: 1,063,605 shares

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

  4. period ended2025-09-30
    13F 2,059,106 shares
    Change vs previous 13F +140,176 shares

    4.67% of the 13F portfolio, value $59,508,157.

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

    • Concord Wealth Partners: 1,031,379 shares
    • Concord Asset Management, LLC/VA: 1,027,727 shares

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

  5. period ended2025-06-30
    13F 1,918,930 shares
    Change vs previous 13F +49,185 shares

    4.09% of the 13F portfolio, value $55,207,594.

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

    • Concord Wealth Partners: 959,465 shares
    • Concord Asset Management, LLC/VA: 959,465 shares

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

  6. period ended2025-03-31
    13F 1,869,745 shares
    Change vs previous 13F -412,684 shares

    5.02% of the 13F portfolio, value $53,319,277.

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

    • Concord Wealth Partners: 961,933 shares
    • Concord Asset Management, LLC/VA: 907,812 shares

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

  7. period ended2024-12-31
    13F 2,282,429 shares
    Change vs previous 13F not available

    5.97% of the 13F portfolio, value $63,634,119.

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

    • Concord Wealth Partners: 1,141,717 shares
    • Concord Asset Management, LLC/VA: 1,140,712 shares

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