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Disclosery

Concord Wealth Partners: TSLA position timeline

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

Concord Wealth Partners held 18,432 TSLA 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 18,432 shares
    Change vs previous 13F +863 shares

    0.51% of the 13F portfolio, value $7,752,513.

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

    • Concord Wealth Partners: 9,386 shares
    • Concord Asset Management, LLC/VA: 9,046 shares

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

  2. period ended2026-03-31
    13F 17,569 shares
    Change vs previous 13F +662 shares

    0.48% of the 13F portfolio, value $6,531,288.

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

    • Concord Wealth Partners: 8,880 shares
    • Concord Asset Management, LLC/VA: 8,689 shares

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

  3. period ended2025-12-31
    13F 16,907 shares
    Change vs previous 13F +1,612 shares

    0.56% of the 13F portfolio, value $7,603,430.

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

    • Concord Wealth Partners: 8,536 shares
    • Concord Asset Management, LLC/VA: 8,371 shares

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

  4. period ended2025-09-30
    13F 15,295 shares
    Change vs previous 13F -1,475 shares

    0.53% of the 13F portfolio, value $6,802,056.

    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: 6,917 shares
    • Concord Asset Management, LLC/VA: 8,378 shares

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

  5. period ended2025-06-30
    13F 16,770 shares
    Change vs previous 13F +3,884 shares

    0.39% of the 13F portfolio, value $5,327,188.

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

    • Concord Wealth Partners: 8,385 shares
    • Concord Asset Management, LLC/VA: 8,385 shares

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

  6. period ended2025-03-31
    13F 12,886 shares
    Change vs previous 13F +12,783 shares

    0.31% of the 13F portfolio, value $3,283,467.

    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: 6,227 shares
    • Concord Asset Management, LLC/VA: 6,659 shares

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

  7. period ended2024-12-31
    13F 103 shares
    Change vs previous 13F -1,439 shares

    0.01% of the 13F portfolio, value $41,596.

    13F-HR 0001814214-25-000002 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).

  8. period ended2024-09-30
    13F 1,542 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $403,433.

    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).