Concord Wealth Partners - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Concord Wealth Partners going back to Feb. 16, 2021
- Concord Wealth Partners 2024 Q3 - filed Oct. 24, 2024 - new!
- Concord Wealth Partners 2024 Q2 - filed July 31, 2024
- Concord Wealth Partners 2024 Q1 - filed April 30, 2024
- Concord Wealth Partners 2023 Q3 restated - filed April 30, 2024
- Concord Wealth Partners 2023 Q4 restated - filed April 30, 2024
- Concord Wealth Partners 2023 Q4 - filed Feb. 6, 2024
- Concord Wealth Partners 2023 Q3 - filed Oct. 25, 2023
- Concord Wealth Partners 2023 Q2 - filed Aug. 8, 2023
- Concord Wealth Partners 2023 Q1 - filed April 26, 2023
- Concord Wealth Partners 2022 Q4 - filed Jan. 30, 2023
- Concord Wealth Partners 2022 Q3 - filed Nov. 10, 2022
- Concord Wealth Partners 2022 Q2 - filed Aug. 4, 2022
- Concord Wealth Partners 2022 Q1 - filed April 20, 2022
- Concord Wealth Partners 2021 Q4 - filed Jan. 21, 2022
- Concord Wealth Partners 2021 Q3 - filed Nov. 9, 2021
- Concord Wealth Partners 2021 Q2 - filed July 29, 2021
- Concord Wealth Partners 2021 Q1 - filed May 13, 2021
- Concord Wealth Partners 2020 Q4 - filed Feb. 16, 2021