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Concorde Asset Management, LLC: SOUN position timeline

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

Concorde Asset Management, LLC held 24,830 SOUN 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 24,830 shares
    Change vs previous 13F -6,030 shares

    0.09% of the 13F portfolio, value $160,650.

    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 30,860 shares
    Change vs previous 13F -18,860 shares

    0.1% of the 13F portfolio, value $212,008.

    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 49,720 shares
    Change vs previous 13F +3,750 shares

    0.2% of the 13F portfolio, value $495,708.

    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 45,970 shares
    Change vs previous 13F +14,085 shares

    0.34% of the 13F portfolio, value $816,197.

    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 31,885 shares
    Change vs previous 13F +4,630 shares

    0.15% of the 13F portfolio, value $281,545.

    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 27,255 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $540,739.

    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).