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Concord Wealth Partners: XMHQ position timeline

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

Concord Wealth Partners held 180,456 XMHQ 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 180,456 shares
    Change vs previous 13F +5,798 shares

    1.34% of the 13F portfolio, value $20,369,870.

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

    • Concord Wealth Partners: 92,704 shares
    • Concord Asset Management, LLC/VA: 87,752 shares

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

  2. period ended2026-03-31
    13F 174,658 shares
    Change vs previous 13F +7,684 shares

    1.33% of the 13F portfolio, value $18,054,390.

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

    • Concord Wealth Partners: 88,738 shares
    • Concord Asset Management, LLC/VA: 85,920 shares

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

  3. period ended2025-12-31
    13F 166,974 shares
    Change vs previous 13F +6,468 shares

    1.27% of the 13F portfolio, value $17,101,496.

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

    • Concord Wealth Partners: 84,917 shares
    • Concord Asset Management, LLC/VA: 82,057 shares

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

  4. period ended2025-09-30
    13F 160,506 shares
    Change vs previous 13F -210 shares

    1.32% of the 13F portfolio, value $16,846,703.

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

    • Concord Wealth Partners: 81,181 shares
    • Concord Asset Management, LLC/VA: 79,325 shares

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

  5. period ended2025-06-30
    13F 160,716 shares
    Change vs previous 13F +431 shares

    1.17% of the 13F portfolio, value $15,788,824.

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

    • Concord Wealth Partners: 80,358 shares
    • Concord Asset Management, LLC/VA: 80,358 shares

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

  6. period ended2025-03-31
    13F 160,285 shares
    Change vs previous 13F +54,393 shares

    1.37% of the 13F portfolio, value $14,512,894.

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

    • Concord Wealth Partners: 81,326 shares
    • Concord Asset Management, LLC/VA: 78,959 shares

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

  7. period ended2024-12-31
    13F 105,892 shares
    Change vs previous 13F -12,582 shares

    0.98% of the 13F portfolio, value $10,427,175.

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

    • Concord Wealth Partners: 54,188 shares
    • Concord Asset Management, LLC/VA: 51,704 shares

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

  8. period ended2024-09-30
    13F 118,474 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $12,153,105.

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

    • Concord Wealth Partners: 60,379 shares
    • Concord Asset Management, LLC/VA: 58,095 shares

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