Position in SLP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,409
+$6 QoQ
Shares Held
77
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#150
of 167 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLP Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Concord Wealth Partners holds $107,637 across 6 Health Information Services names. SLP ranks #4 (1.3% of the industry book) .
All Filings in SLP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,409 | 77 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,403 | 77 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,160 | 77 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,343 | 77 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,544 | 63 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,757 | 63 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,017 | 63 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,063 | 63 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,592 | 63 | Shares | Sole | 2024-04-30 | |
| 2022-06-30 | $3,255 | 66 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $44,046 | 864 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $42,522 | 899 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $4,898 | 124 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,592 | 29 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||