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Concorde Asset Management, LLC: IVV position timeline

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

Concorde Asset Management, LLC held 22,630 IVV 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 22,630 shares
    Change vs previous 13F +1,730 shares

    9.81% of the 13F portfolio, value $16,947,542.

    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 20,900 shares
    Change vs previous 13F +222 shares

    6.69% of the 13F portfolio, value $13,652,393.

    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 20,678 shares
    Change vs previous 13F +695 shares

    5.67% of the 13F portfolio, value $14,162,891.

    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 19,983 shares
    Change vs previous 13F -1,298 shares

    5.61% of the 13F portfolio, value $13,417,150.

    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 21,281 shares
    Change vs previous 13F -343 shares

    6.28% of the 13F portfolio, value $11,657,982.

    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 21,624 shares
    Change vs previous 13F -529 shares

    6.64% of the 13F portfolio, value $12,729,522.

    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 22,153 shares
    Change vs previous 13F not available

    7.21% of the 13F portfolio, value $12,778,138.

    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).