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Concorde Asset Management, LLC: ESGU position timeline

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

Concorde Asset Management, LLC held 4,815 ESGU shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 4,815 shares
    Change vs previous 13F +2 shares

    0.31% of the 13F portfolio, value $571,852.

    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).

  2. period ended2024-12-31
    13F 4,813 shares
    Change vs previous 13F -65 shares

    0.32% of the 13F portfolio, value $620,001.

    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).

  3. period ended2024-09-30
    13F 4,878 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $615,466.

    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).