Position in BHF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$569
-$14 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#407
of 468 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Concord Wealth Partners holds $1,578,039 across 4 Insurance - Life names. BHF ranks #4 (0.0% of the industry book) .
All Filings in BHF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569 | 9 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $583 | 9 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $477 | 9 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $591 | 11 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $579 | 10 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $480 | 10 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $405 | 9 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $390 | 9 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $463 | 9 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $476 | 9 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $685 | 14 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $1,183 | 25 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $220 | 5 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $256 | 5 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $205 | 5 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $774 | 15 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,087 | 21 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $546 | 12 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $221 | 5 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $72 | 2 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||