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Concord Wealth Partners: VIGI position timeline

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

Concord Wealth Partners held 161,281 VIGI 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 161,281 shares
    Change vs previous 13F -1,101 shares

    0.99% of the 13F portfolio, value $15,060,361.

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

    • Concord Wealth Partners: 81,365 shares
    • Concord Asset Management, LLC/VA: 79,916 shares

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

  2. period ended2026-03-31
    13F 162,382 shares
    Change vs previous 13F +16,512 shares

    1.05% of the 13F portfolio, value $14,364,334.

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

    • Concord Wealth Partners: 81,887 shares
    • Concord Asset Management, LLC/VA: 80,495 shares

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

  3. period ended2025-12-31
    13F 145,870 shares
    Change vs previous 13F +4,501 shares

    0.99% of the 13F portfolio, value $13,339,775.

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

    • Concord Wealth Partners: 73,420 shares
    • Concord Asset Management, LLC/VA: 72,450 shares

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

  4. period ended2025-09-30
    13F 141,369 shares
    Change vs previous 13F +13,527 shares

    0.99% of the 13F portfolio, value $12,662,435.

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

    • Concord Wealth Partners: 70,905 shares
    • Concord Asset Management, LLC/VA: 70,464 shares

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

  5. period ended2025-06-30
    13F 127,842 shares
    Change vs previous 13F +41,920 shares

    0.85% of the 13F portfolio, value $11,521,174.

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

    • Concord Wealth Partners: 63,921 shares
    • Concord Asset Management, LLC/VA: 63,921 shares

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

  6. period ended2025-03-31
    13F 85,922 shares
    Change vs previous 13F +70,466 shares

    0.68% of the 13F portfolio, value $7,176,576.

    13F-HR 0002031885-25-000002 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 38,581 shares
    • Concord Asset Management, LLC/VA: 47,341 shares

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

  7. period ended2024-12-31
    13F 15,456 shares
    Change vs previous 13F +8,895 shares

    0.12% of the 13F portfolio, value $1,236,368.

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

    • Concord Wealth Partners: 7,728 shares
    • Concord Asset Management, LLC/VA: 7,728 shares

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

  8. period ended2024-09-30
    13F 6,561 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $579,290.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,146 shares
    • Concord Asset Management, LLC/VA: 3,415 shares

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