DVYA β€” ISHARES INC

Ownership history in Concord Asset Management, LLC/VA  Β·  5 quarters on record

AI Ownership Summary

Concord Asset Management, LLC/VA reported ISHARES INC (DVYA) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.5% in 2025 Q4. The latest visible filing shows DVYA at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DVYA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concord Asset Management, LLC/VA's position in ISHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DVYA was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Concord Asset Management, LLC/VA held DVYA β€” position size vs. price
% of Fund (quarterly)    DVYA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 65,829 +1,496 +2.3% 0.50% $2.9M 2026-02-14 (Est.) $50.15
2025 Q3 ADDED 64,333 +2,190 +3.5% 0.49% $2.7M 2025-11-05 $42.53
2025 Q2 ADDED 62,143 +5,337 +9.4% 0.36% $2.4M 2025-07-25 $39.64
2025 Q1 ADDED 56,806 +23,195 +69.0% 0.44% $2.0M 2025-05-02 $34.96
2024 Q4 INITIATED 33,611 β€” β€” 0.26% $1.2M 2025-01-24 $34.32

🏒 Other funds also holding DVYA

As of 2026 Q1 β€” sorted by position size

Old Port Advisors 3Y 7Y 0.42% Grove Bank & Trust 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.0%

FAQ About Concord Asset Management, LLC/VA and DVYA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Concord Asset Management, LLC/VA reported owning DVYA?

Concord Asset Management, LLC/VA reported DVYA across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported DVYA position in Concord Asset Management, LLC/VA's portfolio?

The largest reported portfolio weight for DVYA was 0.50% in 2025 Q4.

What is the latest reported DVYA position on this page?

The most recent filing on this page is 2025 Q4, when Concord Asset Management, LLC/VA reported 65,829 shares, equal to 0.50% of portfolio, with an estimated market value of $2.9M.

What does the chart on this DVYA ownership page compare?

The chart compares Concord Asset Management, LLC/VA's quarterly DVYA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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