Skip to content
Disclosery

Concord Wealth Partners: VZ position timeline

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

Concord Wealth Partners held 82,593 VZ 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 82,593 shares
    Change vs previous 13F +479 shares

    0.23% of the 13F portfolio, value $3,496,983.

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

    • Concord Wealth Partners: 44,653 shares
    • Concord Asset Management, LLC/VA: 37,940 shares

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

  2. period ended2026-03-31
    13F 82,114 shares
    Change vs previous 13F +8,094 shares

    0.3% of the 13F portfolio, value $4,122,139.

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

    • Concord Wealth Partners: 44,284 shares
    • Concord Asset Management, LLC/VA: 37,830 shares

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

  3. period ended2025-12-31
    13F 74,020 shares
    Change vs previous 13F +10 shares

    0.22% of the 13F portfolio, value $3,014,862.

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

    • Concord Wealth Partners: 40,906 shares
    • Concord Asset Management, LLC/VA: 33,114 shares

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

  4. period ended2025-09-30
    13F 74,010 shares
    Change vs previous 13F -4,240 shares

    0.26% of the 13F portfolio, value $3,252,755.

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

    • Concord Wealth Partners: 41,101 shares
    • Concord Asset Management, LLC/VA: 32,909 shares

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

  5. period ended2025-06-30
    13F 78,250 shares
    Change vs previous 13F +15,033 shares

    0.25% of the 13F portfolio, value $3,385,918.

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

    • Concord Wealth Partners: 39,125 shares
    • Concord Asset Management, LLC/VA: 39,125 shares

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

  6. period ended2025-03-31
    13F 63,217 shares
    Change vs previous 13F +13,044 shares

    0.26% of the 13F portfolio, value $2,793,194.

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

    • Concord Wealth Partners: 35,278 shares
    • Concord Asset Management, LLC/VA: 27,939 shares

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

  7. period ended2024-12-31
    13F 50,173 shares
    Change vs previous 13F +5,231 shares

    0.19% of the 13F portfolio, value $2,006,430.

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

    • Concord Wealth Partners: 29,755 shares
    • Concord Asset Management, LLC/VA: 20,418 shares

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

  8. period ended2024-09-30
    13F 44,942 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,018,322.

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

    • Concord Wealth Partners: 27,123 shares
    • Concord Asset Management, LLC/VA: 17,819 shares

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