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Disclosery

Concord Wealth Partners: SWKS position timeline

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

Concord Wealth Partners held 17,076 SWKS 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 17,076 shares
    Change vs previous 13F -42 shares

    0.08% of the 13F portfolio, value $1,157,813.

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

    • Concord Wealth Partners: 8,555 shares
    • Concord Asset Management, LLC/VA: 8,521 shares

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

  2. period ended2026-03-31
    13F 17,118 shares
    Change vs previous 13F +4,959 shares

    0.07% of the 13F portfolio, value $916,634.

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

    • Concord Wealth Partners: 8,588 shares
    • Concord Asset Management, LLC/VA: 8,530 shares

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

  3. period ended2025-12-31
    13F 12,159 shares
    Change vs previous 13F +211 shares

    0.06% of the 13F portfolio, value $770,957.

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

    • Concord Wealth Partners: 6,085 shares
    • Concord Asset Management, LLC/VA: 6,074 shares

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

  4. period ended2025-09-30
    13F 11,948 shares
    Change vs previous 13F +11,948 shares

    0.07% of the 13F portfolio, value $919,758.

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

    • Concord Wealth Partners: 5,974 shares
    • Concord Asset Management, LLC/VA: 5,974 shares

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -42 shares

    13F-HR 0001814214-25-000003 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.

  6. period ended2024-12-31
    13F 42 shares
    Change vs previous 13F -5,201 shares

    <0.01% of the 13F portfolio, value $3,725.

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

    • Concord Wealth Partners: 42 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  7. period ended2024-09-30
    13F 5,243 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $517,822.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 2,576 shares
    • Concord Asset Management, LLC/VA: 2,667 shares

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