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Disclosery

Concord Wealth Partners: V position timeline

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

Concord Wealth Partners held 20,694 V 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 20,694 shares
    Change vs previous 13F -569 shares

    0.47% of the 13F portfolio, value $7,100,059.

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

    • Concord Wealth Partners: 11,623 shares
    • Concord Asset Management, LLC/VA: 9,071 shares

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

  2. period ended2026-03-31
    13F 21,263 shares
    Change vs previous 13F +2,727 shares

    0.47% of the 13F portfolio, value $6,426,607.

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

    • Concord Wealth Partners: 12,045 shares
    • Concord Asset Management, LLC/VA: 9,218 shares

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

  3. period ended2025-12-31
    13F 18,536 shares
    Change vs previous 13F +829 shares

    0.48% of the 13F portfolio, value $6,500,838.

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

    • Concord Wealth Partners: 9,801 shares
    • Concord Asset Management, LLC/VA: 8,735 shares

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

  4. period ended2025-09-30
    13F 17,707 shares
    Change vs previous 13F -883 shares

    0.47% of the 13F portfolio, value $6,044,953.

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

    • Concord Wealth Partners: 9,305 shares
    • Concord Asset Management, LLC/VA: 8,402 shares

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

  5. period ended2025-06-30
    13F 18,590 shares
    Change vs previous 13F +1,717 shares

    0.49% of the 13F portfolio, value $6,600,638.

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

    • Concord Wealth Partners: 9,295 shares
    • Concord Asset Management, LLC/VA: 9,295 shares

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

  6. period ended2025-03-31
    13F 16,873 shares
    Change vs previous 13F -362 shares

    0.55% of the 13F portfolio, value $5,795,458.

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

    • Concord Wealth Partners: 9,537 shares
    • Concord Asset Management, LLC/VA: 7,336 shares

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

  7. period ended2024-12-31
    13F 17,235 shares
    Change vs previous 13F -1,271 shares

    0.51% of the 13F portfolio, value $5,446,852.

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

    • Concord Wealth Partners: 9,199 shares
    • Concord Asset Management, LLC/VA: 8,036 shares

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

  8. period ended2024-09-30
    13F 18,506 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,088,396.

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

    • Concord Wealth Partners: 9,685 shares
    • Concord Asset Management, LLC/VA: 8,821 shares

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