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Disclosery

Concord Wealth Partners: VRTX position timeline

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

Concord Wealth Partners held 0 VRTX shares at 2025-12-31 per its 13F-HR filed 2026-01-29.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 5 shares
    Change vs previous 13F -85 shares

    <0.01% of the 13F portfolio, value $1,958.

    13F-HR 0001814214-25-000007 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 ended2025-06-30
    13F 90 shares
    Change vs previous 13F -6,839 shares

    0.01% of the 13F portfolio, value $40,068.

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

    • Concord Wealth Partners: 90 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  4. period ended2025-03-31
    13F 6,929 shares
    Change vs previous 13F -147 shares

    0.32% of the 13F portfolio, value $3,385,006.

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

    • Concord Wealth Partners: 3,549 shares
    • Concord Asset Management, LLC/VA: 3,380 shares

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

  5. period ended2024-12-31
    13F 7,076 shares
    Change vs previous 13F +1,603 shares

    0.27% of the 13F portfolio, value $2,849,506.

    13F-HR 0002031885-25-000001 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,508 shares
    • Concord Asset Management, LLC/VA: 3,568 shares

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

  6. period ended2024-09-30
    13F 5,473 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,545,383.

    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: 2,646 shares
    • Concord Asset Management, LLC/VA: 2,827 shares

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