EverSource Wealth Advisors »

Concord Acquisition Corp A shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Concord Acquisition Corp A shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Concord Acquisition Corp A

Tip: Access up to 7 years of quarterly data

All positions including Concord Acquisition Corp A held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Concord Acquisition Corp A by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $236 155 1.52
2025-06-30 $443 298 1.49
2025-03-31 $115 71 1.63

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding Concord Acquisition Corp A

EverSource Wealth Advisors

View all funds holding Concord Acquisition Corp A