Position in SES
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$268
-$182 QoQ
Shares Held
280
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#125
of 130 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SES Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Concord Wealth Partners holds $20,506 across 5 Auto Parts names. SES ranks #4 (1.3% of the industry book) .
All Filings in SES
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268 | 280 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $450 | 250 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||