Skip to content

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

  1. period ended2026-06-30
    13F 23,869 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 24,835 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 2,568 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 1,343 shares
    Change 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), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change 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), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 19,326 shares
    Change 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), ingested

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

  7. period ended2024-09-30
    13F 35,291 shares
    Change 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), ingested

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