Filer · Institutional
Concord WealthPartners
CIK 0001814214TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q2 202613F-HR
0001814214-26-000004 · filed 2026-07-27
885
positions
Q1 202613F-HR
0001814214-26-000003 · filed 2026-05-01
207
positions
Q4 202513F-HR
0001814214-26-000001 · filed 2026-01-29
845
positions
Q3 202513F-HR
0001814214-25-000007 · filed 2025-11-05
833
positions
Q2 202513F-HR
0001814214-25-000005 · filed 2025-07-25
861
positions
Q1 202513F-HR
0001814214-25-000003 · filed 2025-05-02
813
positions
Q4 202413F-HR
0001814214-25-000002 · filed 2025-01-24
921
positions
Q3 202413F-HR
0001814214-24-000008 · filed 2024-10-24
956
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.