Concorde Asset Management, LLC: SBI position timeline

Concorde Asset Management, LLC held 0 SBI 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 0 shares

   Change vs previous 13F -42,005 shares

   13F-HR 0001062993-26-004482 filed by Concorde Asset Management, LLC
   Filed 2026-08-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 42,005 shares

   Change vs previous 13F -14,173 shares

   0.16% of the 13F portfolio, value $322,595.

   13F-HR 0001062993-26-002944 filed by Concorde Asset Management, LLC
   Filed 2026-06-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 56,178 shares

   Change vs previous 13F +4,887 shares

   0.17% of the 13F portfolio, value $431,451.

   13F-HR 0001062993-26-000868 filed by Concorde Asset Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 51,291 shares

   Change vs previous 13F +39,451 shares

   0.17% of the 13F portfolio, value $405,885.

   13F-HR 0001062993-25-016846 filed by Concorde Asset Management, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 11,840 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $90,495.

   13F-HR 0001062993-25-009488 filed by Concorde Asset Management, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).