Concorde Asset Management, LLC: GRID position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concorde Asset Management, LLC on GRID, newest first. How the timeline and the estimate are built.
Concorde Asset Management, LLC held 23,869 GRID shares at 2026-06-30 per its 13F-HR filed 2026-08-18.
the latest 13F is the newest step
- period ended2026-06-3013F 23,869 sharesChange vs previous 13F -966 shares
2.65% of the 13F portfolio, value $4,576,881.
13F-HR 0001062993-26-004482 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,835 sharesChange vs previous 13F +22,267 shares
1.99% of the 13F portfolio, value $4,062,509.
13F-HR 0001062993-26-002944 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,568 sharesChange vs previous 13F +1,225 shares
0.16% of the 13F portfolio, value $392,963.
13F-HR 0001062993-26-000868 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,343 sharesChange vs previous 13F +1,343 shares
0.09% of the 13F portfolio, value $204,878.
13F-HR 0001062993-25-016846 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -19,326 shares
13F-HR 0001062993-25-009488 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 19,326 sharesChange vs previous 13F -15,965 shares
1.2% of the 13F portfolio, value $2,306,365.
13F-HR 0001062993-25-002273 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 35,291 sharesChange vs previous 13F not available
2.53% of the 13F portfolio, value $4,490,780.
13F-HR 0001062993-24-018805 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).