GAB β€” GABELLI EQUITY TR INC

Ownership history in Concord Wealth Partners  Β·  3 quarters on record

AI Ownership Summary

Concord Wealth Partners reported GABELLI EQUITY TR INC (GAB) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows GAB at 0.00% 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 GAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concord Wealth Partners's position in GABELLI EQUITY TR 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 Q3

GAB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2025 Q3

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 Wealth Partners held GAB β€” position size vs. price
% of Fund (quarterly)    GAB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 796 +493 +162.7% 0.00% $5K 2025-11-05 $5.61
2025 Q2 UNCHANGED 303 β€” 0% 0.00% $2K 2025-07-25 $5.47
2025 Q1 INITIATED 303 β€” β€” 0.00% $2K 2025-05-02 $5.02

FAQ About Concord Wealth Partners and GAB

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

How long has Concord Wealth Partners reported owning GAB?

Concord Wealth Partners reported GAB across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported GAB position in Concord Wealth Partners's portfolio?

The largest reported portfolio weight for GAB was 0.00% in 2025 Q3.

What is the latest reported GAB position on this page?

The most recent filing on this page is 2025 Q3, when Concord Wealth Partners reported 796 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this GAB ownership page compare?

The chart compares Concord Wealth Partners's quarterly GAB 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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