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Concorde Asset Management, LLC: RVT position timeline

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

Concorde Asset Management, LLC held 54,600 RVT 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 54,600 shares
    Change vs previous 13F +2,550 shares

    0.58% of the 13F portfolio, value $1,008,462.

    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 52,050 shares
    Change vs previous 13F -2,042 shares

    0.42% of the 13F portfolio, value $864,030.

    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 54,092 shares
    Change vs previous 13F +1,580 shares

    0.35% of the 13F portfolio, value $870,881.

    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 52,512 shares
    Change vs previous 13F +8,570 shares

    0.36% of the 13F portfolio, value $850,957.

    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 43,942 shares
    Change vs previous 13F +4,790 shares

    0.32% of the 13F portfolio, value $599,808.

    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 39,152 shares
    Change vs previous 13F +5,660 shares

    0.32% of the 13F portfolio, value $618,602.

    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 33,492 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $525,824.

    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).