| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 13.9% |
| VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 16.1% |
| WISDOMTREE TR | 15 | Q2 2024 | 34.0% |
| SPDR INDEX SHS FDS | 15 | Q2 2024 | 6.5% |
| ISHARES TR | 15 | Q2 2024 | 6.4% |
| SPDR SER TR | 15 | Q2 2024 | 6.3% |
| APPLE INC | 15 | Q2 2024 | 2.8% |
| MICROSOFT CORP | 15 | Q2 2024 | 3.1% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 4.0% |
| VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 5.9% |
View Concord Wealth Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-31 |
| 13F-HR/A | 2024-04-30 |
| 13F-HR/A | 2024-04-30 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-30 |
View Concord Wealth Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.