Concord Wealth Partners SEC EDGAR Filings (CIK 0001814214)

SEC EDGAR filings, ownership reports, and insider transactions for Concord Wealth Partners.

Business address
955 West Main Street, Abingdon, VA, 24210
Top securities (13F)
NVDA, HYBL, SHV, SPSB, SPDW, SPTI, SPIB, SPYG, MSFT, AVEM, AAPL, DON, DFUS, DFSD, AVGO, DWX, AMZN, JPM, XMHQ, and SPHQ
State of incorporation
DE
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Concord Wealth Partners has filed 24 SEC EDGAR filings since 16 Feb 2021

Latest Filings

Recent SEC filings for Concord Wealth Partners including 13F-HR, N-PX, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Nov 2025 30 Sep 2025 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2025 30 Jun 2025 028-21007
N-PX Open N-PX document View SEC filing for N-PX 25 Jul 2025 30 Jun 2025 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2025 31 Mar 2025 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jan 2025 31 Dec 2024 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2024 30 Sep 2024 028-21007
N-PX Open N-PX document View SEC filing for N-PX 05 Aug 2024 30 Jun 2024 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2024 30 Jun 2024 028-21007
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 30 Apr 2024 31 Dec 2023 028-21007
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 30 Apr 2024 30 Sep 2023 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2024 31 Mar 2024 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2024 31 Dec 2023 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2023 30 Sep 2023 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2023 30 Jun 2023 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2023 31 Mar 2023 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jan 2023 31 Dec 2022 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2022 30 Sep 2022 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Aug 2022 30 Jun 2022 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Apr 2022 31 Mar 2022 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jan 2022 31 Dec 2021 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2021 30 Sep 2021 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2021 30 Jun 2021 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2021 31 Mar 2021 028-21007
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2021 31 Dec 2020 028-21007

About this filer

Concord Wealth Partners files with the SEC under CIK 0001814214. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Related pages