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Disclosery

Concord Wealth Partners: VGT position timeline

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

Concord Wealth Partners held 40,134 VGT 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 40,134 shares
    Change vs previous 13F +38,334 shares

    0.32% of the 13F portfolio, value $4,796,816.

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

    • Concord Wealth Partners: 22,107 shares
    • Concord Asset Management, LLC/VA: 18,027 shares

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

  2. period ended2026-03-31
    13F 1,800 shares
    Change vs previous 13F +106 shares

    0.09% of the 13F portfolio, value $1,255,896.

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

    • Concord Wealth Partners: 1,155 shares
    • Concord Asset Management, LLC/VA: 645 shares

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

  3. period ended2025-12-31
    13F 1,694 shares
    Change vs previous 13F +13 shares

    0.09% of the 13F portfolio, value $1,276,904.

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

    • Concord Wealth Partners: 1,102 shares
    • Concord Asset Management, LLC/VA: 592 shares

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

  4. period ended2025-09-30
    13F 1,681 shares
    Change vs previous 13F -553 shares

    0.1% of the 13F portfolio, value $1,255,160.

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

    • Concord Wealth Partners: 1,089 shares
    • Concord Asset Management, LLC/VA: 592 shares

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

  5. period ended2025-06-30
    13F 2,234 shares
    Change vs previous 13F +533 shares

    0.11% of the 13F portfolio, value $1,481,886.

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

    • Concord Wealth Partners: 1,117 shares
    • Concord Asset Management, LLC/VA: 1,117 shares

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

  6. period ended2025-03-31
    13F 1,701 shares
    Change vs previous 13F +122 shares

    0.09% of the 13F portfolio, value $908,945.

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

    • Concord Wealth Partners: 1,108 shares
    • Concord Asset Management, LLC/VA: 593 shares

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

  7. period ended2024-12-31
    13F 1,579 shares
    Change vs previous 13F +80 shares

    0.09% of the 13F portfolio, value $981,863.

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

    • Concord Wealth Partners: 1,028 shares
    • Concord Asset Management, LLC/VA: 551 shares

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

  8. period ended2024-09-30
    13F 1,499 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $879,216.

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

    • Concord Wealth Partners: 948 shares
    • Concord Asset Management, LLC/VA: 551 shares

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