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Disclosery

Concord Wealth Partners: TXN position timeline

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

Concord Wealth Partners held 1,228 TXN 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 1,228 shares
    Change vs previous 13F -136 shares

    0.04% of the 13F portfolio, value $366,017.

    13F-HR 0001814214-26-000004 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).

  2. period ended2026-03-31
    13F 1,364 shares
    Change vs previous 13F +727 shares

    0.03% of the 13F portfolio, value $264,769.

    13F-HR 0001814214-26-000003 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).

  3. period ended2025-12-31
    13F 637 shares
    Change vs previous 13F -508 shares

    0.01% of the 13F portfolio, value $110,479.

    13F-HR 0001814214-26-000001 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).

  4. period ended2025-09-30
    13F 1,145 shares
    Change vs previous 13F -30,381 shares

    0.03% of the 13F portfolio, value $210,335.

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

    • Concord Wealth Partners: 1,145 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  5. period ended2025-06-30
    13F 31,526 shares
    Change vs previous 13F -460 shares

    0.48% of the 13F portfolio, value $6,545,382.

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

    • Concord Wealth Partners: 15,763 shares
    • Concord Asset Management, LLC/VA: 15,763 shares

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

  6. period ended2025-03-31
    13F 31,986 shares
    Change vs previous 13F -2,611 shares

    0.5% of the 13F portfolio, value $5,294,319.

    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: 15,526 shares
    • Concord Asset Management, LLC/VA: 16,460 shares

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

  7. period ended2024-12-31
    13F 34,597 shares
    Change vs previous 13F +636 shares

    0.61% of the 13F portfolio, value $6,487,214.

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

    • Concord Wealth Partners: 17,382 shares
    • Concord Asset Management, LLC/VA: 17,215 shares

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

  8. period ended2024-09-30
    13F 33,961 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $7,015,319.

    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: 16,795 shares
    • Concord Asset Management, LLC/VA: 17,166 shares

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