Concord Wealth Partners: VGSH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concord Wealth Partners on VGSH, newest first. How the timeline and the estimate are built.
Concord Wealth Partners held 1,127,311 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 1,127,311 sharesChange vs previous 13F +48,148 shares
4.32% of the 13F portfolio, value $65,609,493.
13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
Filed (acceptance time not in the bulk data set), ingested- Concord Wealth Partners: 568,549 shares
- Concord Asset Management, LLC/VA: 558,762 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,079,163 sharesChange vs previous 13F +1,078,992 shares
4.64% of the 13F portfolio, value $63,174,223.
13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
Filed (acceptance time not in the bulk data set), ingested- Concord Wealth Partners: 541,322 shares
- Concord Asset Management, LLC/VA: 537,841 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 171 sharesChange vs previous 13F +171 shares
<0.01% of the 13F portfolio, value $10,030.
13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F 0 shares
13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $2.
13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).