Ownership history in Concord Wealth Partners · 15 quarters on record
This page tracks every 13F SEC filing in which Concord Wealth Partners reported a position in KRANESHARES TR (KARS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 516 | +1 | +0.2% | 0.00% | $16K | $30.54 |
| 2025 Q3 | UNCHANGED | 515 | — | 0% | 0.00% | $16K | $30.34 |
| 2025 Q2 | UNCHANGED | 515 | — | 0% | 0.00% | $11K | $21.93 |
| 2025 Q1 | REDUCED | 515 | -154 | -23.0% | 0.00% | $11K | $21.19 |
| 2024 Q4 | ADDED | 669 | +5 | +0.8% | 0.00% | $14K | $20.91 |
| 2024 Q3 | UNCHANGED | 664 | — | 0% | 0.00% | $15K | $22.62 |
| 2024 Q2 | UNCHANGED | 664 | — | 0% | 0.00% | $13K | $19.21 |
| 2024 Q1 | REDUCED | 664 | -50 | -7.0% | 0.00% | $15K | $22.25 |
| 2023 Q4 | REDUCED | 714 | -3 | -0.4% | 0.00% | $18K | $25.47 |
| 2023 Q3 | UNCHANGED | 717 | — | 0% | 0.00% | $20K | $27.05 |
As of 2025 Q4 — sorted by position size