Position in NC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,502
+$50 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 18 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NC Over Time
Shares Held
Position Value (USD)
Position in Thermal Coal
Energy · as of Jun 30, 2026Concord Wealth Partners holds $2,502 across 1 Thermal Coal name. NC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NC |
Nacco Industries Inc
This page
|
50 | $2,502 |
All Filings in NC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,502 | 50 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $2,452 | 50 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,108 | 50 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,215 | 50 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,686 | 50 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,491 | 50 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,417 | 50 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,383 | 50 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,510 | 50 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,825 | 50 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $1,753 | 50 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $1,733 | 50 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,803 | 50 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,900 | 50 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $1,895 | 50 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,961 | 50 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,814 | 50 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,492 | 50 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,302 | 50 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,247 | 50 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,315 | 50 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||