Concord Wealth Partners: VSDB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concord Wealth Partners on VSDB, newest first. How the timeline and the estimate are built.
Concord Wealth Partners held 3,060 VSDB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 3,060 sharesChange vs previous 13F +29 shares
0.03% of the 13F portfolio, value $233,622.
13F-HR 0001814214-26-000004 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 ended2026-03-3113F 3,031 sharesChange vs previous 13F +15 shares
0.03% of the 13F portfolio, value $231,148.
13F-HR 0001814214-26-000003 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 ended2025-12-3113F 3,016 sharesChange vs previous 13F +48 shares
0.03% of the 13F portfolio, value $230,668.
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 ended2025-09-3013F 2,968 sharesChange vs previous 13F -2,904 shares
0.03% of the 13F portfolio, value $227,472.
13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
Filed (acceptance time not in the bulk data set), ingested- Concord Wealth Partners: 2,968 shares
- Concord Asset Management, LLC/VA: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,872 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $447,334.
13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
Filed (acceptance time not in the bulk data set), ingested- Concord Wealth Partners: 2,936 shares
- Concord Asset Management, LLC/VA: 2,936 shares
Acceptance time not in the bulk data set (spec §4.2).