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Concorde Asset Management, LLC: IVW position timeline

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

Concorde Asset Management, LLC held 40,897 IVW 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 40,897 shares
    Change vs previous 13F +107 shares

    3.25% of the 13F portfolio, value $5,624,631.

    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 40,790 shares
    Change vs previous 13F -1,186 shares

    2.26% of the 13F portfolio, value $4,613,796.

    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 41,976 shares
    Change vs previous 13F +1,802 shares

    2.07% of the 13F portfolio, value $5,174,004.

    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 40,174 shares
    Change vs previous 13F -275 shares

    2.04% of the 13F portfolio, value $4,872,552.

    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 40,449 shares
    Change vs previous 13F +202 shares

    2.01% of the 13F portfolio, value $3,734,907.

    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 40,247 shares
    Change vs previous 13F -1,897 shares

    2.13% of the 13F portfolio, value $4,086,259.

    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 42,144 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $4,035,284.

    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).