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Disclosery

Concord Wealth Partners: SPYM position timeline

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

Concord Wealth Partners held 43,797 SPYM 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 43,797 shares
    Change vs previous 13F -1,820 shares

    0.25% of the 13F portfolio, value $3,848,880.

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

    • Concord Wealth Partners: 23,015 shares
    • Concord Asset Management, LLC/VA: 20,782 shares

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

  2. period ended2026-03-31
    13F 45,617 shares
    Change vs previous 13F +2,933 shares

    0.26% of the 13F portfolio, value $3,491,525.

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

    • Concord Wealth Partners: 24,170 shares
    • Concord Asset Management, LLC/VA: 21,447 shares

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

  3. period ended2025-12-31
    13F 42,684 shares
    Change vs previous 13F +3,430 shares

    0.25% of the 13F portfolio, value $3,424,111.

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

    • Concord Wealth Partners: 22,676 shares
    • Concord Asset Management, LLC/VA: 20,008 shares

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

  4. period ended2025-09-30
    13F 39,254 shares
    Change vs previous 13F -660 shares

    0.24% of the 13F portfolio, value $3,075,159.

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

    • Concord Wealth Partners: 20,423 shares
    • Concord Asset Management, LLC/VA: 18,831 shares

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

  5. period ended2025-06-30
    13F 39,914 shares
    Change vs previous 13F +5,776 shares

    0.21% of the 13F portfolio, value $2,901,348.

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

    • Concord Wealth Partners: 19,957 shares
    • Concord Asset Management, LLC/VA: 19,957 shares

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

  6. period ended2025-03-31
    13F 34,138 shares
    Change vs previous 13F +1,886 shares

    0.21% of the 13F portfolio, value $2,198,690.

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

    • Concord Wealth Partners: 17,570 shares
    • Concord Asset Management, LLC/VA: 16,568 shares

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

  7. period ended2024-12-31
    13F 32,252 shares
    Change vs previous 13F +709 shares

    0.21% of the 13F portfolio, value $2,223,453.

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

    • Concord Wealth Partners: 17,233 shares
    • Concord Asset Management, LLC/VA: 15,019 shares

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

  8. period ended2024-09-30
    13F 31,543 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,129,468.

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

    • Concord Wealth Partners: 17,773 shares
    • Concord Asset Management, LLC/VA: 13,770 shares

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