Skip to content
Disclosery

Concord Wealth Partners: STLD position timeline

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

Concord Wealth Partners held 40,802 STLD 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 40,802 shares
    Change vs previous 13F -368 shares

    0.62% of the 13F portfolio, value $9,362,308.

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

    • Concord Wealth Partners: 20,670 shares
    • Concord Asset Management, LLC/VA: 20,132 shares

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

  2. period ended2026-03-31
    13F 41,170 shares
    Change vs previous 13F +3,483 shares

    0.54% of the 13F portfolio, value $7,410,627.

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

    • Concord Wealth Partners: 20,685 shares
    • Concord Asset Management, LLC/VA: 20,485 shares

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

  3. period ended2025-12-31
    13F 37,687 shares
    Change vs previous 13F +491 shares

    0.47% of the 13F portfolio, value $6,386,037.

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

    • Concord Wealth Partners: 18,946 shares
    • Concord Asset Management, LLC/VA: 18,741 shares

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

  4. period ended2025-09-30
    13F 37,196 shares
    Change vs previous 13F +1,328 shares

    0.41% of the 13F portfolio, value $5,186,349.

    13F-HR 0002031885-25-000006 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 18,483 shares
    • Concord Asset Management, LLC/VA: 18,713 shares

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

  5. period ended2025-06-30
    13F 35,868 shares
    Change vs previous 13F +4,837 shares

    0.34% of the 13F portfolio, value $4,591,508.

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

    • Concord Wealth Partners: 17,934 shares
    • Concord Asset Management, LLC/VA: 17,934 shares

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

  6. period ended2025-03-31
    13F 31,031 shares
    Change vs previous 13F +31,031 shares

    0.36% of the 13F portfolio, value $3,838,349.

    13F-HR 0002031885-25-000002 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 14,417 shares
    • Concord Asset Management, LLC/VA: 16,614 shares

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

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

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

    Exited: the 13F for this period no longer lists the position.