Skip to content
Disclosery

Concord Wealth Partners: USMV position timeline

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

Concord Wealth Partners held 7,941 USMV 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 7,941 shares
    Change vs previous 13F -501 shares

    0.05% of the 13F portfolio, value $765,989.

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

    • Concord Wealth Partners: 5,272 shares
    • Concord Asset Management, LLC/VA: 2,669 shares

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

  2. period ended2026-03-31
    13F 8,442 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $782,911.

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

    • Concord Wealth Partners: 5,663 shares
    • Concord Asset Management, LLC/VA: 2,779 shares

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

  3. period ended2025-12-31
    13F 8,442 shares
    Change vs previous 13F -212 shares

    0.06% of the 13F portfolio, value $794,899.

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

    • Concord Wealth Partners: 5,663 shares
    • Concord Asset Management, LLC/VA: 2,779 shares

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

  4. period ended2025-09-30
    13F 8,654 shares
    Change vs previous 13F -3,094 shares

    0.06% of the 13F portfolio, value $823,341.

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

    • Concord Wealth Partners: 5,874 shares
    • Concord Asset Management, LLC/VA: 2,780 shares

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

  5. period ended2025-06-30
    13F 11,748 shares
    Change vs previous 13F +3,589 shares

    0.08% of the 13F portfolio, value $1,102,784.

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

    • Concord Wealth Partners: 5,874 shares
    • Concord Asset Management, LLC/VA: 5,874 shares

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

  6. period ended2025-03-31
    13F 8,159 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $755,729.

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

    • Concord Wealth Partners: 5,593 shares
    • Concord Asset Management, LLC/VA: 2,566 shares

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

  7. period ended2024-12-31
    13F 8,159 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $724,437.

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

    • Concord Wealth Partners: 5,593 shares
    • Concord Asset Management, LLC/VA: 2,566 shares

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

  8. period ended2024-09-30
    13F 8,159 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $744,998.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,593 shares
    • Concord Asset Management, LLC/VA: 2,566 shares

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