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Concorde Asset Management, LLC: PLTR position timeline

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

Concorde Asset Management, LLC held 9,865 PLTR 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 9,865 shares
    Change vs previous 13F +866 shares

    0.67% of the 13F portfolio, value $1,150,950.

    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 8,999 shares
    Change vs previous 13F -11,781 shares

    0.65% of the 13F portfolio, value $1,316,374.

    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 20,780 shares
    Change vs previous 13F +31 shares

    1.48% of the 13F portfolio, value $3,693,577.

    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 20,749 shares
    Change vs previous 13F +1,999 shares

    1.62% of the 13F portfolio, value $3,862,324.

    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 18,750 shares
    Change vs previous 13F -1,713 shares

    0.93% of the 13F portfolio, value $1,725,153.

    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 20,463 shares
    Change vs previous 13F -16 shares

    0.81% of the 13F portfolio, value $1,547,588.

    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 20,479 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $761,805.

    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).