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Concorde Asset Management, LLC: IVE position timeline

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

Concorde Asset Management, LLC held 12,279 IVE 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 12,279 shares
    Change vs previous 13F -1,345 shares

    1.61% of the 13F portfolio, value $2,788,024.

    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 13,624 shares
    Change vs previous 13F -1,466 shares

    1.41% of the 13F portfolio, value $2,876,793.

    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 15,090 shares
    Change vs previous 13F +2,582 shares

    1.28% of the 13F portfolio, value $3,200,211.

    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 12,508 shares
    Change vs previous 13F +1,654 shares

    1.08% of the 13F portfolio, value $2,586,459.

    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 10,854 shares
    Change vs previous 13F +866 shares

    1.06% of the 13F portfolio, value $1,967,583.

    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 9,988 shares
    Change vs previous 13F -73 shares

    0.99% of the 13F portfolio, value $1,906,427.

    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 10,061 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,983,632.

    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).