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Disclosery

Concorde Asset Management, LLC: IYW position timeline

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

Concorde Asset Management, LLC held 12,266 IYW 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 12,266 shares
    Change vs previous 13F +507 shares

    1.79% of the 13F portfolio, value $3,093,784.

    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 11,759 shares
    Change vs previous 13F -1,150 shares

    1.05% of the 13F portfolio, value $2,133,265.

    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 12,909 shares
    Change vs previous 13F -778 shares

    1.03% of the 13F portfolio, value $2,577,608.

    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 13,687 shares
    Change vs previous 13F +32 shares

    1.13% of the 13F portfolio, value $2,713,956.

    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 13,655 shares
    Change vs previous 13F +608 shares

    1.02% of the 13F portfolio, value $1,901,364.

    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 13,047 shares
    Change vs previous 13F +1,694 shares

    1.09% of the 13F portfolio, value $2,081,184.

    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 11,353 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,721,418.

    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).