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Disclosery

Concord Wealth Partners: SPY position timeline

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

Concord Wealth Partners held 2,898 SPY 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 2,898 shares
    Change vs previous 13F +4 shares

    0.14% of the 13F portfolio, value $2,163,879.

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

    • Concord Wealth Partners: 1,704 shares
    • Concord Asset Management, LLC/VA: 1,194 shares

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

  2. period ended2026-03-31
    13F 2,894 shares
    Change vs previous 13F +48 shares

    0.14% of the 13F portfolio, value $1,882,111.

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

    • Concord Wealth Partners: 1,699 shares
    • Concord Asset Management, LLC/VA: 1,195 shares

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

  3. period ended2025-12-31
    13F 2,846 shares
    Change vs previous 13F +72 shares

    0.14% of the 13F portfolio, value $1,940,746.

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

    • Concord Wealth Partners: 1,647 shares
    • Concord Asset Management, LLC/VA: 1,199 shares

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

  4. period ended2025-09-30
    13F 2,774 shares
    Change vs previous 13F -766 shares

    0.14% of the 13F portfolio, value $1,848,009.

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

    • Concord Wealth Partners: 1,607 shares
    • Concord Asset Management, LLC/VA: 1,167 shares

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

  5. period ended2025-06-30
    13F 3,540 shares
    Change vs previous 13F +794 shares

    0.16% of the 13F portfolio, value $2,187,242.

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

    • Concord Wealth Partners: 1,770 shares
    • Concord Asset Management, LLC/VA: 1,770 shares

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

  6. period ended2025-03-31
    13F 2,746 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $1,508,153.

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

    • Concord Wealth Partners: 1,582 shares
    • Concord Asset Management, LLC/VA: 1,164 shares

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

  7. period ended2024-12-31
    13F 2,745 shares
    Change vs previous 13F +1,085 shares

    0.15% of the 13F portfolio, value $1,608,663.

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

    • Concord Wealth Partners: 1,581 shares
    • Concord Asset Management, LLC/VA: 1,164 shares

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

  8. period ended2024-09-30
    13F 1,660 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $952,279.

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

    • Concord Wealth Partners: 830 shares
    • Concord Asset Management, LLC/VA: 830 shares

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