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Disclosery

Concord Wealth Partners: SRLN position timeline

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

Concord Wealth Partners held 41,280 SRLN 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 41,280 shares
    Change vs previous 13F -23,549 shares

    0.11% of the 13F portfolio, value $1,663,157.

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

    • Concord Wealth Partners: 32,918 shares
    • Concord Asset Management, LLC/VA: 8,362 shares

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

  2. period ended2026-03-31
    13F 64,829 shares
    Change vs previous 13F -16,382 shares

    0.19% of the 13F portfolio, value $2,602,225.

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

    • Concord Wealth Partners: 46,006 shares
    • Concord Asset Management, LLC/VA: 18,823 shares

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

  3. period ended2025-12-31
    13F 81,211 shares
    Change vs previous 13F +846 shares

    0.25% of the 13F portfolio, value $3,351,586.

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

    • Concord Wealth Partners: 60,747 shares
    • Concord Asset Management, LLC/VA: 20,464 shares

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

  4. period ended2025-09-30
    13F 80,365 shares
    Change vs previous 13F -47,207 shares

    0.26% of the 13F portfolio, value $3,341,578.

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

    • Concord Wealth Partners: 60,449 shares
    • Concord Asset Management, LLC/VA: 19,916 shares

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

  5. period ended2025-06-30
    13F 127,572 shares
    Change vs previous 13F +41,512 shares

    0.39% of the 13F portfolio, value $5,305,760.

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

    • Concord Wealth Partners: 63,786 shares
    • Concord Asset Management, LLC/VA: 63,786 shares

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

  6. period ended2025-03-31
    13F 86,060 shares
    Change vs previous 13F +48,211 shares

    0.33% of the 13F portfolio, value $3,530,273.

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

    • Concord Wealth Partners: 66,554 shares
    • Concord Asset Management, LLC/VA: 19,506 shares

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

  7. period ended2024-12-31
    13F 37,849 shares
    Change vs previous 13F -870,094 shares

    0.15% of the 13F portfolio, value $1,579,436.

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

    • Concord Wealth Partners: 28,997 shares
    • Concord Asset Management, LLC/VA: 8,852 shares

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

  8. period ended2024-09-30
    13F 907,943 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $37,915,722.

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

    • Concord Wealth Partners: 464,335 shares
    • Concord Asset Management, LLC/VA: 443,608 shares

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