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Concorde Asset Management, LLC: SPMO position timeline

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

Concorde Asset Management, LLC held 59,745 SPMO 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 59,745 shares
    Change vs previous 13F +6,473 shares

    5.58% of the 13F portfolio, value $9,651,166.

    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 53,272 shares
    Change vs previous 13F -26,734 shares

    2.93% of the 13F portfolio, value $5,972,293.

    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 80,006 shares
    Change vs previous 13F +2,745 shares

    3.82% of the 13F portfolio, value $9,546,278.

    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 77,261 shares
    Change vs previous 13F +63,866 shares

    3.9% of the 13F portfolio, value $9,324,975.

    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 13,395 shares
    Change vs previous 13F -65,719 shares

    0.66% of the 13F portfolio, value $1,231,282.

    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 79,114 shares
    Change vs previous 13F +10,009 shares

    3.92% of the 13F portfolio, value $7,516,621.

    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 69,105 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $6,263,677.

    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).