Position in NDAQ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,768
-$2,967 QoQ
Shares Held
162
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#949
of 1,081 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Concord Wealth Partners holds $518,365 across 5 Financial Data & Stock Exchanges names. NDAQ ranks #3 (2.5% of the industry book) .
All Filings in NDAQ
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,768 | 162 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $15,735 | 162 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,328 | 162 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $14,486 | 162 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $11,379 | 150 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $22,265 | 288 | Shares | Sole | 2025-01-24 | |
| 2023-09-30 | $3,838 | 79 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $3,938 | 79 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $2,944 | 48 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $1,067 | 7 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||