Skip to content
Disclosery

Concord Wealth Partners: WSM position timeline

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

Concord Wealth Partners held 258 WSM 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 258 shares
    Change vs previous 13F +258 shares

    0.01% of the 13F portfolio, value $60,140.

    13F-HR 0001814214-26-000004 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).

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -24,717 shares

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

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

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

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

  3. period ended2025-12-31
    13F 24,717 shares
    Change vs previous 13F +1,153 shares

    0.33% of the 13F portfolio, value $4,414,228.

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

    • Concord Wealth Partners: 12,423 shares
    • Concord Asset Management, LLC/VA: 12,294 shares

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

  4. period ended2025-09-30
    13F 23,564 shares
    Change vs previous 13F -2,828 shares

    0.36% of the 13F portfolio, value $4,605,510.

    13F-HR 0002031885-25-000006 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 11,687 shares
    • Concord Asset Management, LLC/VA: 11,877 shares

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

  5. period ended2025-06-30
    13F 26,392 shares
    Change vs previous 13F +1,707 shares

    0.32% of the 13F portfolio, value $4,311,508.

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

    • Concord Wealth Partners: 13,196 shares
    • Concord Asset Management, LLC/VA: 13,196 shares

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

  6. period ended2025-03-31
    13F 24,685 shares
    Change vs previous 13F -24,284 shares

    0.35% of the 13F portfolio, value $3,745,460.

    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: 11,806 shares
    • Concord Asset Management, LLC/VA: 12,879 shares

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

  7. period ended2024-12-31
    13F 48,969 shares
    Change vs previous 13F -1,628 shares

    0.85% of the 13F portfolio, value $9,068,241.

    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: 24,279 shares
    • Concord Asset Management, LLC/VA: 24,690 shares

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

  8. period ended2024-09-30
    13F 50,597 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $7,838,593.

    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: 24,469 shares
    • Concord Asset Management, LLC/VA: 26,128 shares

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