Concord Wealth Partners

Business address
955 West Main Street, Abingdon, VA, 24210
Top securities (13F)
NVDA, HYBL, SHV, SPSB, SPDW, SPTI, SPIB, SPYG, MSFT, AVEM, AAPL, DON, DFUS, DFSD, AVGO, DWX, AMZN, JPM, XMHQ, and SPHQ
State of incorporation
DE
Fiscal year end
31 December
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Concord Wealth Partners has filed 24 SEC EDGAR filings since 16 Feb 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 05 Nov 2025 30 Sep 2025 028-21007
13F-HR Open Document Open Filing 25 Jul 2025 30 Jun 2025 028-21007
N-PX Open Document Open Filing 25 Jul 2025 30 Jun 2025 028-21007
13F-HR Open Document Open Filing 02 May 2025 31 Mar 2025 028-21007
13F-HR Open Document Open Filing 24 Jan 2025 31 Dec 2024 028-21007
13F-HR Open Document Open Filing 24 Oct 2024 30 Sep 2024 028-21007
N-PX Open Document Open Filing 05 Aug 2024 30 Jun 2024 028-21007
13F-HR Open Document Open Filing 31 Jul 2024 30 Jun 2024 028-21007
13F-HR/A Open Document Open Filing 30 Apr 2024 31 Dec 2023 028-21007
13F-HR/A Open Document Open Filing 30 Apr 2024 30 Sep 2023 028-21007
13F-HR Open Document Open Filing 30 Apr 2024 31 Mar 2024 028-21007
13F-HR Open Document Open Filing 06 Feb 2024 31 Dec 2023 028-21007
13F-HR Open Document Open Filing 25 Oct 2023 30 Sep 2023 028-21007
13F-HR Open Document Open Filing 08 Aug 2023 30 Jun 2023 028-21007
13F-HR Open Document Open Filing 26 Apr 2023 31 Mar 2023 028-21007
13F-HR Open Document Open Filing 30 Jan 2023 31 Dec 2022 028-21007
13F-HR Open Document Open Filing 10 Nov 2022 30 Sep 2022 028-21007
13F-HR Open Document Open Filing 04 Aug 2022 30 Jun 2022 028-21007
13F-HR Open Document Open Filing 20 Apr 2022 31 Mar 2022 028-21007
13F-HR Open Document Open Filing 21 Jan 2022 31 Dec 2021 028-21007
13F-HR Open Document Open Filing 09 Nov 2021 30 Sep 2021 028-21007
13F-HR Open Document Open Filing 29 Jul 2021 30 Jun 2021 028-21007
13F-HR Open Document Open Filing 13 May 2021 31 Mar 2021 028-21007
13F-HR Open Document Open Filing 16 Feb 2021 31 Dec 2020 028-21007