Position in YETI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,912
+$1,078 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#376
of 452 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YETI Over Time
Shares Held
Position Value (USD)
Position in Leisure
Consumer Cyclical · as of Jun 30, 2026Concord Wealth Partners holds $13,198 across 2 Leisure names. YETI ranks #1 (75.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YETI |
YETI Holdings, Inc.
This page
|
200 | $9,912 | |
| 2 | PLNT |
Planet Fitness, Inc.
|
63 | $3,286 |
All Filings in YETI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,912 | 200 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $8,834 | 200 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,636 | 200 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,304 | 200 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,620 | 200 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,702 | 200 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,206 | 200 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,630 | 200 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,710 | 200 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,356 | 200 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $9,644 | 200 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $7,768 | 200 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,000 | 200 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $8,262 | 200 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $8,654 | 200 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,996 | 200 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $17,311 | 209 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||