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Concorde Asset Management, LLC: SPTM position timeline

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

Concorde Asset Management, LLC held 6,550 SPTM shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 6,550 shares
    Change vs previous 13F +1,651 shares

    0.23% of the 13F portfolio, value $432,431.

    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).

  2. period ended2024-12-31
    13F 4,899 shares
    Change vs previous 13F +248 shares

    0.18% of the 13F portfolio, value $349,936.

    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).

  3. period ended2024-09-30
    13F 4,651 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $325,849.

    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).