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Disclosery

Concord Wealth Partners: TDV position timeline

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

Concord Wealth Partners held 24,148 TDV 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 24,148 shares
    Change vs previous 13F -2,566 shares

    0.17% of the 13F portfolio, value $2,510,474.

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

    • Concord Wealth Partners: 12,074 shares
    • Concord Asset Management, LLC/VA: 12,074 shares

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

  2. period ended2026-03-31
    13F 26,714 shares
    Change vs previous 13F -388 shares

    0.17% of the 13F portfolio, value $2,262,982.

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

    • Concord Wealth Partners: 13,357 shares
    • Concord Asset Management, LLC/VA: 13,357 shares

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

  3. period ended2025-12-31
    13F 27,102 shares
    Change vs previous 13F -1,143 shares

    0.17% of the 13F portfolio, value $2,346,414.

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

    • Concord Wealth Partners: 13,551 shares
    • Concord Asset Management, LLC/VA: 13,551 shares

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

  4. period ended2025-09-30
    13F 28,245 shares
    Change vs previous 13F -1,763 shares

    0.19% of the 13F portfolio, value $2,443,247.

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

    • Concord Wealth Partners: 14,160 shares
    • Concord Asset Management, LLC/VA: 14,085 shares

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

  5. period ended2025-06-30
    13F 30,008 shares
    Change vs previous 13F -4,585 shares

    0.18% of the 13F portfolio, value $2,496,776.

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

    • Concord Wealth Partners: 15,004 shares
    • Concord Asset Management, LLC/VA: 15,004 shares

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

  6. period ended2025-03-31
    13F 34,593 shares
    Change vs previous 13F -3,149 shares

    0.23% of the 13F portfolio, value $2,453,873.

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

    • Concord Wealth Partners: 18,468 shares
    • Concord Asset Management, LLC/VA: 16,125 shares

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

  7. period ended2024-12-31
    13F 37,742 shares
    Change vs previous 13F +442 shares

    0.27% of the 13F portfolio, value $2,847,736.

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

    • Concord Wealth Partners: 18,871 shares
    • Concord Asset Management, LLC/VA: 18,871 shares

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

  8. period ended2024-09-30
    13F 37,300 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,874,759.

    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: 18,287 shares
    • Concord Asset Management, LLC/VA: 19,013 shares

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