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Concorde Asset Management, LLC: ADX position timeline

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

Concorde Asset Management, LLC held 39,657 ADX 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 39,657 shares
    Change vs previous 13F +760 shares

    0.59% of the 13F portfolio, value $1,013,236.

    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 38,897 shares
    Change vs previous 13F -1,435 shares

    0.42% of the 13F portfolio, value $851,455.

    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 40,332 shares
    Change vs previous 13F +2,745 shares

    0.38% of the 13F portfolio, value $940,542.

    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 37,587 shares
    Change vs previous 13F +14,310 shares

    0.35% of the 13F portfolio, value $844,580.

    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 23,277 shares
    Change vs previous 13F +8,778 shares

    0.23% of the 13F portfolio, value $435,745.

    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 14,499 shares
    Change vs previous 13F +1,210 shares

    0.15% of the 13F portfolio, value $292,880.

    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 13,289 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $286,511.

    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).