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Disclosery

Concord Wealth Partners: TFC position timeline

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

Concord Wealth Partners held 135,331 TFC 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 135,331 shares
    Change vs previous 13F -199 shares

    0.44% of the 13F portfolio, value $6,742,191.

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

    • Concord Wealth Partners: 69,645 shares
    • Concord Asset Management, LLC/VA: 65,686 shares

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

  2. period ended2026-03-31
    13F 135,530 shares
    Change vs previous 13F -3 shares

    0.46% of the 13F portfolio, value $6,230,314.

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

    • Concord Wealth Partners: 69,844 shares
    • Concord Asset Management, LLC/VA: 65,686 shares

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

  3. period ended2025-12-31
    13F 135,533 shares
    Change vs previous 13F +55,237 shares

    0.5% of the 13F portfolio, value $6,669,579.

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

    • Concord Wealth Partners: 69,847 shares
    • Concord Asset Management, LLC/VA: 65,686 shares

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

  4. period ended2025-09-30
    13F 80,296 shares
    Change vs previous 13F -59,398 shares

    0.29% of the 13F portfolio, value $3,671,133.

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

    • Concord Wealth Partners: 69,847 shares
    • Concord Asset Management, LLC/VA: 10,449 shares

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

  5. period ended2025-06-30
    13F 139,694 shares
    Change vs previous 13F +59,119 shares

    0.44% of the 13F portfolio, value $6,005,446.

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

    • Concord Wealth Partners: 69,847 shares
    • Concord Asset Management, LLC/VA: 69,847 shares

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

  6. period ended2025-03-31
    13F 80,575 shares
    Change vs previous 13F +4 shares

    0.31% of the 13F portfolio, value $3,273,761.

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

    • Concord Wealth Partners: 70,126 shares
    • Concord Asset Management, LLC/VA: 10,449 shares

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

  7. period ended2024-12-31
    13F 80,571 shares
    Change vs previous 13F -3,596 shares

    0.33% of the 13F portfolio, value $3,495,170.

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

    • Concord Wealth Partners: 70,122 shares
    • Concord Asset Management, LLC/VA: 10,449 shares

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

  8. period ended2024-09-30
    13F 84,167 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,599,822.

    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: 18,481 shares
    • Concord Asset Management, LLC/VA: 65,686 shares

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