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Disclosery

Concord Wealth Partners: VYM position timeline

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

Concord Wealth Partners held 13,634 VYM 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 13,634 shares
    Change vs previous 13F -947 shares

    0.14% of the 13F portfolio, value $2,154,467.

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

    • Concord Wealth Partners: 7,365 shares
    • Concord Asset Management, LLC/VA: 6,269 shares

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

  2. period ended2026-03-31
    13F 14,581 shares
    Change vs previous 13F -316 shares

    0.16% of the 13F portfolio, value $2,159,466.

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

    • Concord Wealth Partners: 7,835 shares
    • Concord Asset Management, LLC/VA: 6,746 shares

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

  3. period ended2025-12-31
    13F 14,897 shares
    Change vs previous 13F +377 shares

    0.16% of the 13F portfolio, value $2,138,083.

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

    • Concord Wealth Partners: 7,990 shares
    • Concord Asset Management, LLC/VA: 6,907 shares

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

  4. period ended2025-09-30
    13F 14,520 shares
    Change vs previous 13F -2,026 shares

    0.16% of the 13F portfolio, value $2,046,540.

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

    • Concord Wealth Partners: 7,842 shares
    • Concord Asset Management, LLC/VA: 6,678 shares

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

  5. period ended2025-06-30
    13F 16,546 shares
    Change vs previous 13F +4,245 shares

    0.16% of the 13F portfolio, value $2,205,796.

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

    • Concord Wealth Partners: 8,273 shares
    • Concord Asset Management, LLC/VA: 8,273 shares

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

  6. period ended2025-03-31
    13F 12,301 shares
    Change vs previous 13F +4,806 shares

    0.14% of the 13F portfolio, value $1,537,854.

    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: 5,476 shares
    • Concord Asset Management, LLC/VA: 6,825 shares

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

  7. period ended2024-12-31
    13F 7,495 shares
    Change vs previous 13F +592 shares

    0.09% of the 13F portfolio, value $956,337.

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

    • Concord Wealth Partners: 4,302 shares
    • Concord Asset Management, LLC/VA: 3,193 shares

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

  8. period ended2024-09-30
    13F 6,903 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $885,047.

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

    • Concord Wealth Partners: 3,945 shares
    • Concord Asset Management, LLC/VA: 2,958 shares

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