Position in B
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$123,449
+$69,927 QoQ
Shares Held
3,361
+173.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#802
of 1,004 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Concord Wealth Partners holds $281,373 across 5 Gold names. B ranks #1 (43.9% of the industry book) .
All Filings in B
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,449 | 3,361 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $53,522 | 1,229 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $40,274 | 1,229 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $25,587 | 1,229 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||