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Disclosery

Concord Wealth Partners: XEL position timeline

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

Concord Wealth Partners held 7,700 XEL 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 7,700 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $618,310.

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

    • Concord Wealth Partners: 4,561 shares
    • Concord Asset Management, LLC/VA: 3,139 shares

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

  2. period ended2026-03-31
    13F 7,700 shares
    Change vs previous 13F -122 shares

    0.04% of the 13F portfolio, value $611,688.

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

    • Concord Wealth Partners: 4,561 shares
    • Concord Asset Management, LLC/VA: 3,139 shares

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

  3. period ended2025-12-31
    13F 7,822 shares
    Change vs previous 13F -124 shares

    0.04% of the 13F portfolio, value $577,733.

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

    • Concord Wealth Partners: 4,622 shares
    • Concord Asset Management, LLC/VA: 3,200 shares

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

  4. period ended2025-09-30
    13F 7,946 shares
    Change vs previous 13F -1,544 shares

    0.05% of the 13F portfolio, value $640,845.

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

    • Concord Wealth Partners: 4,745 shares
    • Concord Asset Management, LLC/VA: 3,201 shares

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

  5. period ended2025-06-30
    13F 9,490 shares
    Change vs previous 13F +1,544 shares

    0.05% of the 13F portfolio, value $646,270.

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

    • Concord Wealth Partners: 4,745 shares
    • Concord Asset Management, LLC/VA: 4,745 shares

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

  6. period ended2025-03-31
    13F 7,946 shares
    Change vs previous 13F -600 shares

    0.05% of the 13F portfolio, value $564,931.

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

    • Concord Wealth Partners: 4,745 shares
    • Concord Asset Management, LLC/VA: 3,201 shares

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

  7. period ended2024-12-31
    13F 8,546 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $577,026.

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

    • Concord Wealth Partners: 5,345 shares
    • Concord Asset Management, LLC/VA: 3,201 shares

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

  8. period ended2024-09-30
    13F 8,546 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $558,054.

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

    • Concord Wealth Partners: 5,345 shares
    • Concord Asset Management, LLC/VA: 3,201 shares

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