Concorde Asset Management, LLC: IPAY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concorde Asset Management, LLC on IPAY, newest first. How the timeline and the estimate are built.
Concorde Asset Management, LLC held 0 IPAY shares at 2025-12-31 per its 13F-HR filed 2026-02-13.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -3,600 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 3,600 sharesChange vs previous 13F -860 shares
0.09% of the 13F portfolio, value $207,576.
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 4,460 sharesChange vs previous 13F -870 shares
0.12% of the 13F portfolio, value $230,314.
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).
- period ended2024-12-3113F 5,330 sharesChange vs previous 13F -70 shares
0.16% of the 13F portfolio, value $309,033.
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 5,400 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $282,258.
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).