Skip to content
Disclosery

Concord Wealth Partners: TRV position timeline

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

Concord Wealth Partners held 16,377 TRV 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 16,377 shares
    Change vs previous 13F +329 shares

    0.36% of the 13F portfolio, value $5,406,431.

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

    • Concord Wealth Partners: 8,300 shares
    • Concord Asset Management, LLC/VA: 8,077 shares

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

  2. period ended2026-03-31
    13F 16,048 shares
    Change vs previous 13F +620 shares

    0.34% of the 13F portfolio, value $4,680,914.

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

    • Concord Wealth Partners: 8,057 shares
    • Concord Asset Management, LLC/VA: 7,991 shares

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

  3. period ended2025-12-31
    13F 15,428 shares
    Change vs previous 13F +574 shares

    0.33% of the 13F portfolio, value $4,475,071.

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

    • Concord Wealth Partners: 7,755 shares
    • Concord Asset Management, LLC/VA: 7,673 shares

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

  4. period ended2025-09-30
    13F 14,854 shares
    Change vs previous 13F +416 shares

    0.33% of the 13F portfolio, value $4,147,622.

    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: 7,365 shares
    • Concord Asset Management, LLC/VA: 7,489 shares

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

  5. period ended2025-06-30
    13F 14,438 shares
    Change vs previous 13F +611 shares

    0.29% of the 13F portfolio, value $3,862,872.

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

    • Concord Wealth Partners: 7,219 shares
    • Concord Asset Management, LLC/VA: 7,219 shares

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

  6. period ended2025-03-31
    13F 13,827 shares
    Change vs previous 13F +54 shares

    0.34% of the 13F portfolio, value $3,620,671.

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

    • Concord Wealth Partners: 7,112 shares
    • Concord Asset Management, LLC/VA: 6,715 shares

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

  7. period ended2024-12-31
    13F 13,773 shares
    Change vs previous 13F -516 shares

    0.31% of the 13F portfolio, value $3,317,702.

    13F-HR 0002031885-25-000001 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,839 shares
    • Concord Asset Management, LLC/VA: 6,934 shares

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

  8. period ended2024-09-30
    13F 14,289 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,345,467.

    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: 6,983 shares
    • Concord Asset Management, LLC/VA: 7,306 shares

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