Concord Wealth Partners

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$599M
Signature - Title
Jonathan R. Weatherly - Chief Compliance Officer
Location
Abingdon, VA
Summary
This page shows a list of all the recent 13F filings made by Concord Wealth Partners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Concord Wealth Partners reported 955 stock holdings with total value $599M as of Q3 2024. Top holdings included SPSB, NVDA, FLTR, SHV, and SRLN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 955 $599M +$45.3M -$29.2M +$16.1M SPSB, NVDA, FLTR, SHV, SRLN 13F-HR 10/24/2024, 02:54 PM
Q2 2024 836 $567M +$44.6M -$22.2M +$22.3M SPSB, NVDA, FLTR, SHV, SRLN 13F-HR 7/31/2024, 01:45 PM
Q1 2024 850 $556M +$64.5M -$42M +$22.5M SPSB, FLTR, SRLN, SHV, DGRO 13F-HR 4/30/2024, 02:09 PM
Q4 2023 803 $499M +$62.9M -$68.7M -$5.75M SPSB, FLTR, DGRO, SRLN, SHV Restatement 4/30/2024, 02:26 PM
Q3 2023 1,030 $471M +$53.1M -$34.9M +$18.2M SPSB, DGRO, FLTR, SRLN, SHV Restatement 4/30/2024, 02:23 PM
Q2 2023 1,037 $464M +$112M -$13.9M +$98.5M SPSB, DGRO, SRLN, FLTR, SPYG 13F-HR 8/7/2023, 06:12 PM
Q1 2023 985 $352M +$45M -$36.6M +$8.33M DGRO, SPSB, SRLN, SPYG, FLTR 13F-HR 4/26/2023, 02:07 PM
Q4 2022 1,250 $333M +$79.4M -$82.3M -$2.96M DGRO, FLTR, SPYG, SRLN, SCHD 13F-HR 1/27/2023, 09:44 PM
Q3 2022 159 $315M +$17.8M -$42.6M -$24.8M DGRO, SRLN, VGIT, SPDW, FLTR 13F-HR 11/10/2022, 04:03 PM
Q2 2022 1,219 $364M +$57.6M -$28.3M +$29.3M DGRO, SRLN, VGIT, SPDW, SPMB 13F-HR 8/4/2022, 01:46 PM
Q1 2022 1,271 $386M +$58.3M -$57.8M +$534K DGRO, VGIT, SRLN, SPDW, XT 13F-HR 4/19/2022, 06:15 PM
Q4 2021 1,292 $409M +$159M -$3.28M +$156M VGIT, DGRO, SPDW, XT, VCIT 13F-HR 1/20/2022, 06:25 PM
Q3 2021 894 $244M +$3.05M -$100M -$97.1M VGIT, DGRO, SPDW, XT, SPMB 13F-HR 11/8/2021, 06:13 PM
Q2 2021 1,034 $349M +$61.1M -$20.1M +$41M VGIT, DGRO, SPDW, SPMB, VCIT 13F-HR 7/28/2021, 08:37 PM
Q1 2021 991 $297M +$210M -$57M +$153M VGIT, DGRO, DON, SPDW, SPMB 13F-HR 5/12/2021, 09:24 PM
Q4 2020 680 $130M $0 $0 DON, MUB, AAPL, TFC, MSFT 13F-HR 2/16/2021, 05:08 PM