Skip to content
Disclosery

Concord Wealth Partners: VGIT position timeline

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

Concord Wealth Partners held 9,581 VGIT 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 9,581 shares
    Change vs previous 13F +1,748 shares

    0.06% of the 13F portfolio, value $565,100.

    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 7,833 shares
    Change vs previous 13F -684 shares

    0.06% of the 13F portfolio, value $466,459.

    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 8,517 shares
    Change vs previous 13F -151 shares

    0.07% of the 13F portfolio, value $510,413.

    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 8,668 shares
    Change vs previous 13F -11,716 shares

    0.07% of the 13F portfolio, value $520,349.

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

    • Concord Wealth Partners: 8,668 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 20,384 shares
    Change vs previous 13F +9,724 shares

    0.09% of the 13F portfolio, value $1,219,132.

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

    • Concord Wealth Partners: 10,192 shares
    • Concord Asset Management, LLC/VA: 10,192 shares

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

  6. period ended2025-03-31
    13F 10,660 shares
    Change vs previous 13F -3,831 shares

    0.1% of the 13F portfolio, value $633,181.

    13F-HR 0001814214-25-000003 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).

  7. period ended2024-12-31
    13F 14,491 shares
    Change vs previous 13F -10,648 shares

    0.14% of the 13F portfolio, value $840,462.

    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 25,139 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,518,921.

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

    • Concord Wealth Partners: 25,139 shares
    • Concord Asset Management, LLC/VA: 0 shares

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