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Concord Wealth Partners: XSHD position timeline

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

Concord Wealth Partners held 348,627 XSHD 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 348,627 shares
    Change vs previous 13F -7,690 shares

    0.32% of the 13F portfolio, value $4,922,604.

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

    • Concord Wealth Partners: 174,640 shares
    • Concord Asset Management, LLC/VA: 173,987 shares

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

  2. period ended2026-03-31
    13F 356,317 shares
    Change vs previous 13F +62,181 shares

    0.34% of the 13F portfolio, value $4,675,743.

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

    • Concord Wealth Partners: 178,681 shares
    • Concord Asset Management, LLC/VA: 177,636 shares

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

  3. period ended2025-12-31
    13F 294,136 shares
    Change vs previous 13F +8,389 shares

    0.28% of the 13F portfolio, value $3,767,878.

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

    • Concord Wealth Partners: 147,199 shares
    • Concord Asset Management, LLC/VA: 146,937 shares

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

  4. period ended2025-09-30
    13F 285,747 shares
    Change vs previous 13F +9,879 shares

    0.3% of the 13F portfolio, value $3,834,734.

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

    • Concord Wealth Partners: 142,972 shares
    • Concord Asset Management, LLC/VA: 142,775 shares

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

  5. period ended2025-06-30
    13F 275,868 shares
    Change vs previous 13F +76,670 shares

    0.27% of the 13F portfolio, value $3,714,278.

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

    • Concord Wealth Partners: 137,934 shares
    • Concord Asset Management, LLC/VA: 137,934 shares

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

  6. period ended2025-03-31
    13F 199,198 shares
    Change vs previous 13F +48,616 shares

    0.25% of the 13F portfolio, value $2,656,816.

    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: 97,268 shares
    • Concord Asset Management, LLC/VA: 101,930 shares

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

  7. period ended2024-12-31
    13F 150,582 shares
    Change vs previous 13F +76,972 shares

    0.21% of the 13F portfolio, value $2,190,970.

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

    • Concord Wealth Partners: 75,291 shares
    • Concord Asset Management, LLC/VA: 75,291 shares

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

  8. period ended2024-09-30
    13F 73,610 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,134,319.

    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: 35,488 shares
    • Concord Asset Management, LLC/VA: 38,122 shares

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