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Disclosery

Concord Wealth Partners: WFC position timeline

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

Concord Wealth Partners held 32,249 WFC 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 32,249 shares
    Change vs previous 13F -534 shares

    0.18% of the 13F portfolio, value $2,665,020.

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

    • Concord Wealth Partners: 16,568 shares
    • Concord Asset Management, LLC/VA: 15,681 shares

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

  2. period ended2026-03-31
    13F 32,783 shares
    Change vs previous 13F +1,781 shares

    0.19% of the 13F portfolio, value $2,609,881.

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

    • Concord Wealth Partners: 16,858 shares
    • Concord Asset Management, LLC/VA: 15,925 shares

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

  3. period ended2025-12-31
    13F 31,002 shares
    Change vs previous 13F -57 shares

    0.21% of the 13F portfolio, value $2,889,421.

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

    • Concord Wealth Partners: 15,947 shares
    • Concord Asset Management, LLC/VA: 15,055 shares

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

  4. period ended2025-09-30
    13F 31,059 shares
    Change vs previous 13F +3,169 shares

    0.2% of the 13F portfolio, value $2,603,304.

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

    • Concord Wealth Partners: 15,920 shares
    • Concord Asset Management, LLC/VA: 15,139 shares

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

  5. period ended2025-06-30
    13F 27,890 shares
    Change vs previous 13F +2,316 shares

    0.17% of the 13F portfolio, value $2,234,502.

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

    • Concord Wealth Partners: 13,945 shares
    • Concord Asset Management, LLC/VA: 13,945 shares

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

  6. period ended2025-03-31
    13F 25,574 shares
    Change vs previous 13F +11,234 shares

    0.17% of the 13F portfolio, value $1,786,802.

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

    • Concord Wealth Partners: 12,819 shares
    • Concord Asset Management, LLC/VA: 12,755 shares

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

  7. period ended2024-12-31
    13F 14,340 shares
    Change vs previous 13F +756 shares

    0.09% of the 13F portfolio, value $1,007,285.

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

    • Concord Wealth Partners: 7,619 shares
    • Concord Asset Management, LLC/VA: 6,721 shares

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

  8. period ended2024-09-30
    13F 13,584 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $767,339.

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

    • Concord Wealth Partners: 8,405 shares
    • Concord Asset Management, LLC/VA: 5,179 shares

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