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Concorde Asset Management, LLC: IWY position timeline

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

Concorde Asset Management, LLC held 15,043 IWY 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 15,043 shares
    Change vs previous 13F -1,149 shares

    2.53% of the 13F portfolio, value $4,371,830.

    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 16,192 shares
    Change vs previous 13F -8,222 shares

    1.98% of the 13F portfolio, value $4,029,244.

    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 24,414 shares
    Change vs previous 13F +768 shares

    2.7% of the 13F portfolio, value $6,761,236.

    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 23,646 shares
    Change vs previous 13F +21,205 shares

    2.72% of the 13F portfolio, value $6,512,892.

    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 2,441 shares
    Change vs previous 13F -28,549 shares

    0.27% of the 13F portfolio, value $509,665.

    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 30,990 shares
    Change vs previous 13F +1,028 shares

    3.8% of the 13F portfolio, value $7,291,017.

    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 29,962 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $6,593,138.

    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).