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Disclosery

Concord Wealth Partners: VOO position timeline

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

Concord Wealth Partners held 4,821 VOO 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 4,821 shares
    Change vs previous 13F +17 shares

    0.22% of the 13F portfolio, value $3,310,810.

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

    • Concord Wealth Partners: 2,801 shares
    • Concord Asset Management, LLC/VA: 2,020 shares

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

  2. period ended2026-03-31
    13F 4,804 shares
    Change vs previous 13F +11 shares

    0.21% of the 13F portfolio, value $2,870,281.

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

    • Concord Wealth Partners: 2,784 shares
    • Concord Asset Management, LLC/VA: 2,020 shares

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

  3. period ended2025-12-31
    13F 4,793 shares
    Change vs previous 13F -14 shares

    0.22% of the 13F portfolio, value $3,006,042.

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

    • Concord Wealth Partners: 2,773 shares
    • Concord Asset Management, LLC/VA: 2,020 shares

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

  4. period ended2025-09-30
    13F 4,807 shares
    Change vs previous 13F -887 shares

    0.23% of the 13F portfolio, value $2,943,822.

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

    • Concord Wealth Partners: 2,787 shares
    • Concord Asset Management, LLC/VA: 2,020 shares

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

  5. period ended2025-06-30
    13F 5,694 shares
    Change vs previous 13F +4,677 shares

    0.24% of the 13F portfolio, value $3,234,610.

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

    • Concord Wealth Partners: 2,847 shares
    • Concord Asset Management, LLC/VA: 2,847 shares

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

  6. period ended2025-03-31
    13F 1,017 shares
    Change vs previous 13F +96 shares

    0.09% of the 13F portfolio, value $522,818.

    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 921 shares
    Change vs previous 13F +287 shares

    0.08% of the 13F portfolio, value $496,374.

    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 634 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $334,583.

    13F-HR 0001814214-24-000008 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).