Concorde Asset Management, LLC: MPT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concorde Asset Management, LLC on MPT, newest first. How the timeline and the estimate are built.
Concorde Asset Management, LLC held 158,210 MPT shares at 2026-06-30 per its 13F-HR filed 2026-08-18.
the latest 13F is the newest step
- period ended2026-06-3013F 158,210 sharesChange vs previous 13F +20,525 shares
0.43% of the 13F portfolio, value $745,052.
13F-HR 0001062993-26-004482 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 137,685 sharesChange vs previous 13F +1,179 shares
0.32% of the 13F portfolio, value $649,639.
13F-HR 0001062993-26-002944 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 136,506 sharesChange vs previous 13F +9,831 shares
0.27% of the 13F portfolio, value $682,530.
13F-HR 0001062993-26-000868 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 126,675 sharesChange vs previous 13F +126,675 shares
0.29% of the 13F portfolio, value $687,212.
13F-HR 0001062993-25-016846 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -85,975 shares
13F-HR 0001062993-25-002273 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 85,975 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $502,954.
13F-HR 0001062993-24-018805 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).