Concord Wealth Partners

Position in SLB — Slb Limited/Nv

CIK 1814214 ABINGDON, VA

Position in SLB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$22,408

+$9,666 QoQ

Shares Held

482

+45.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,508

of 1,687 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Concord Wealth Partners holds $26,916 across 2 Oil & Gas Equipment & Services names. SLB ranks #1 (83.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SLB	Slb Limited/Nv This page	482	$22,408
2	FTI	TechnipFMC plc	68	$4,508

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,408	482	+45.2%	Shares	Sole	2026-07-27
2025-12-31	$12,742	332	0.0%	Shares	Sole	2026-01-29
2025-09-30	$11,410	332	0.0%	Shares	Sole	2025-11-05
2025-06-30	$11,221	332	0.0%	Shares	Sole	2025-07-25
2025-03-31	$13,877	332	0.0%	Shares	Sole	2025-05-02
2024-12-31	$12,728	332	0.0%	Shares	Sole	2025-01-24
2024-09-30	$13,927	332	0.0%	Shares	Sole	2024-10-24
2024-06-30	$15,663	332	0.0%	Shares	Sole	2024-07-31
2024-03-31	$18,196	332	0.0%	Shares	Sole	2024-04-30
2023-12-31	$17,277	332	-43.2%	Shares	Sole	2024-04-30
2023-09-30	$34,047	584	0.0%	Shares	Sole	2024-04-30
2023-06-30	$28,686	584	0.0%	Shares	Sole	2023-08-08
2023-03-31	$28,674	584	-5.5%	Shares	Sole	2023-04-26
2022-12-31	$33,038	618	-57.1%	Shares	Sole	2023-01-30
2022-06-30	$51,494	1,440	-11.3%	Shares	Sole	2022-08-04
2022-03-31	$67,046	1,623	-5.3%	Shares	Sole	2022-04-20
2021-12-31	$51,334	1,714	+265.5%	Shares	Sole	2022-01-21
2021-09-30	$13,901	469	-71.1%	Shares	Sole	2021-11-09
2021-06-30	$51,952	1,623	+18.4%	Shares	Sole	2021-07-29
2021-03-31	$37,277	1,371	+15.9%	Shares	Sole	2021-05-13
2020-12-31	$25,824	1,183	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.