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Disclosery

Concord Wealth Partners: XLK position timeline

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

Concord Wealth Partners held 18,199 XLK 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 18,199 shares
    Change vs previous 13F +14,753 shares

    0.23% of the 13F portfolio, value $3,467,357.

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

    • Concord Wealth Partners: 9,198 shares
    • Concord Asset Management, LLC/VA: 9,001 shares

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

  2. period ended2026-03-31
    13F 3,446 shares
    Change vs previous 13F +2,802 shares

    0.03% of the 13F portfolio, value $458,003.

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

    • Concord Wealth Partners: 1,811 shares
    • Concord Asset Management, LLC/VA: 1,635 shares

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

  3. period ended2025-12-31
    13F 644 shares
    Change vs previous 13F +517 shares

    0.01% of the 13F portfolio, value $92,717.

    13F-HR 0001814214-26-000001 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).

  4. period ended2025-09-30
    13F 127 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $35,796.

    13F-HR 0001814214-25-000007 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).

  5. period ended2025-06-30
    13F 127 shares
    Change vs previous 13F -123 shares

    <0.01% of the 13F portfolio, value $32,160.

    13F-HR 0001814214-25-000005 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).

  6. period ended2025-03-31
    13F 250 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $51,620.

    13F-HR 0001814214-25-000003 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).

  7. period ended2024-12-31
    13F 256 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $59,525.

    13F-HR 0001814214-25-000002 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).