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Concorde Asset Management, LLC: PSEC position timeline

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

Concorde Asset Management, LLC held 357,400 PSEC 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 357,400 shares
    Change vs previous 13F -2,560 shares

    0.48% of the 13F portfolio, value $838,012.

    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 359,960 shares
    Change vs previous 13F +55,680 shares

    0.47% of the 13F portfolio, value $955,646.

    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 304,280 shares
    Change vs previous 13F +87,130 shares

    0.32% of the 13F portfolio, value $788,085.

    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 217,150 shares
    Change vs previous 13F +144,250 shares

    0.25% of the 13F portfolio, value $600,398.

    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 72,900 shares
    Change vs previous 13F +43,650 shares

    0.15% of the 13F portfolio, value $271,188.

    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 29,250 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $126,068.

    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).