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Concorde Asset Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concorde Asset Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

Concorde Asset Management, LLC held 12,091 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,091 shares
    Change vs previous 13F +76 shares

    2.02% of the 13F portfolio, value $3,498,757.

    13F-HR 0001062993-26-004482 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,015 shares
    Change vs previous 13F -3,255 shares

    1.5% of the 13F portfolio, value $3,049,381.

    13F-HR 0001062993-26-002944 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,270 shares
    Change vs previous 13F +201 shares

    1.66% of the 13F portfolio, value $4,151,307.

    13F-HR 0001062993-26-000868 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,069 shares
    Change vs previous 13F -635 shares

    1.58% of the 13F portfolio, value $3,772,807.

    13F-HR 0001062993-25-016846 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 15,704 shares
    Change vs previous 13F +814 shares

    1.65% of the 13F portfolio, value $3,073,863.

    13F-HR 0001062993-25-009488 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 14,890 shares
    Change vs previous 13F +167 shares

    1.94% of the 13F portfolio, value $3,728,703.

    13F-HR 0001062993-25-002273 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 14,723 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $3,430,435.

    13F-HR 0001062993-24-018805 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).