Concord Wealth Partners
CIK
0001814214
City
ABINGDON
State / Country
VA
Holdings in HYT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $299,823 | 33,688 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $312,103 | 32,853 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $312,594 | 32,061 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $299,825 | 31,297 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $299,783 | 30,559 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $300,230 | 29,844 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $282,463 | 29,150 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $278,603 | 28,458 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $261,946 | 27,778 | Shares | Sole | 2024-04-30 |
| 2023-09-30 | $233,389 | 27,044 | Shares | Sole | 2024-04-30 |
| 2023-06-30 | $235,015 | 26,347 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $223,659 | 25,649 | Shares | Sole | 2023-04-26 |
| 2022-12-31 | $218,386 | 24,987 | Shares | Sole | 2023-01-30 |
| 2022-09-30 | $208,064 | 24,335 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $226,223 | 23,738 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $249,767 | 23,191 | Shares | Sole | 2022-04-20 |
| 2021-12-31 | $280,130 | 22,701 | Shares | Sole | 2022-01-21 |