Concord Wealth Partners

Position in STLD — Steel Dynamics Inc

CIK 1814214 ABINGDON, VA

Position in STLD

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

Position Value

$4,742,938

+$1,019,638 QoQ

Shares Held

20,670

-0.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#263

of 1,017 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Concord Wealth Partners holds $4,858,860 across 3 Steel names. STLD ranks #1 (97.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STLD	Steel Dynamics Inc This page	20,670	$4,742,938
2	CLF	Cleveland-Cliffs Inc.	10,068	$94,538
3	NUE	Nucor Corp	96	$21,384

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,742,938	20,670	-0.1%	Shares	Sole	2026-07-27
2026-03-31	$3,723,300	20,685	+9.2%	Shares	Sole	2026-05-01
2025-12-31	$3,210,399	18,946	+2.5%	Shares	Sole	2026-01-29
2025-09-30	$2,577,084	18,483	+3.1%	Shares	Sole	2025-11-05
2025-06-30	$2,295,731	17,934	+24.4%	Shares	Sole	2025-07-25
2025-03-31	$1,803,278	14,417	—	Shares	Sole	2025-05-02
2024-06-30	$18	0	-100.0%	Shares	Sole	2024-07-31
2024-03-31	$8,004	54	-53.0%	Shares	Sole	2024-04-30
2023-12-31	$13,581	115	-95.2%	Shares	Sole	2024-04-30
2023-09-30	$257,435	2,401	+85.4%	Shares	Sole	2024-04-30
2023-06-30	$141,064	1,295	+132.9%	Shares	Sole	2023-08-08
2023-03-31	$62,861	556	+424.5%	Shares	Sole	2023-04-26
2022-12-31	$10,356	106	-59.5%	Shares	Sole	2023-01-30
2022-06-30	$17,331	262	+24.2%	Shares	Sole	2022-08-04
2022-03-31	$17,603	211	+64.8%	Shares	Sole	2022-04-20
2021-12-31	$7,944	128	+4.9%	Shares	Sole	2022-01-21
2021-09-30	$7,134	122	0.0%	Shares	Sole	2021-11-09
2021-06-30	$7,271	122	0.0%	Shares	Sole	2021-07-29
2021-03-31	$6,192	122	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.