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Disclosery

Concord Wealth Partners: SPYG position timeline

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

Concord Wealth Partners held 422,918 SPYG 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 422,918 shares
    Change vs previous 13F -15,551 shares

    3.31% of the 13F portfolio, value $50,322,994.

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

    • Concord Wealth Partners: 216,793 shares
    • Concord Asset Management, LLC/VA: 206,125 shares

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

  2. period ended2026-03-31
    13F 438,469 shares
    Change vs previous 13F +12,130 shares

    3.15% of the 13F portfolio, value $42,930,546.

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

    • Concord Wealth Partners: 225,580 shares
    • Concord Asset Management, LLC/VA: 212,889 shares

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

  3. period ended2025-12-31
    13F 426,339 shares
    Change vs previous 13F +7,756 shares

    3.38% of the 13F portfolio, value $45,490,345.

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

    • Concord Wealth Partners: 219,265 shares
    • Concord Asset Management, LLC/VA: 207,074 shares

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

  4. period ended2025-09-30
    13F 418,583 shares
    Change vs previous 13F +156,739 shares

    3.43% of the 13F portfolio, value $43,746,119.

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

    • Concord Wealth Partners: 214,436 shares
    • Concord Asset Management, LLC/VA: 204,147 shares

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

  5. period ended2025-06-30
    13F 261,844 shares
    Change vs previous 13F -4,710 shares

    1.85% of the 13F portfolio, value $24,958,986.

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

    • Concord Wealth Partners: 130,922 shares
    • Concord Asset Management, LLC/VA: 130,922 shares

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

  6. period ended2025-03-31
    13F 266,554 shares
    Change vs previous 13F +4,455 shares

    1.99% of the 13F portfolio, value $21,152,165.

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

    • Concord Wealth Partners: 138,819 shares
    • Concord Asset Management, LLC/VA: 127,735 shares

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

  7. period ended2024-12-31
    13F 262,099 shares
    Change vs previous 13F -5,930 shares

    2.16% of the 13F portfolio, value $23,038,523.

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

    • Concord Wealth Partners: 137,515 shares
    • Concord Asset Management, LLC/VA: 124,584 shares

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

  8. period ended2024-09-30
    13F 268,029 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $22,230,294.

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

    • Concord Wealth Partners: 143,696 shares
    • Concord Asset Management, LLC/VA: 124,333 shares

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