Concord Wealth Partners

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Abingdon, VA
CIK
0001814214
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 989 352,412 13F-HR 4/26/2023 000181421423000003 Concord Wealth Partners
Q4 2022 1,253 332,528 13F-HR 1/30/2023 000181421423000001 Concord Wealth Partners
Q3 2022 160 315,136 13F-HR 11/10/2022 000181421422000005 Concord Wealth Partners
Q2 2022 1,289 364,222 13F-HR 8/4/2022 000181421422000004 Concord Wealth Partners
Q1 2022 1,326 386,481 13F-HR 4/19/2022 000181421422000003 Concord Wealth Partners
Q4 2021 1,342 408,683 13F-HR 1/20/2022 000181421422000001 Concord Wealth Partners
Q3 2021 910 244,203 13F-HR 11/8/2021 000181421421000005 Concord Wealth Partners
Q2 2021 1,047 348,822 13F-HR 7/28/2021 000181421421000004 Concord Wealth Partners
Q1 2021 1,020 296,854 13F-HR 5/12/2021 000181421421000003 Concord Wealth Partners
Q4 2020 700 129,668 13F-HR 2/16/2021 000181421421000002 Concord Wealth Partners