Concorde Asset Management, LLC: TDIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concorde Asset Management, LLC on TDIV, newest first. How the timeline and the estimate are built.
Concorde Asset Management, LLC held 52,841 TDIV shares at 2026-06-30 per its 13F-HR filed 2026-08-18.
the latest 13F is the newest step
- period ended2026-06-3013F 52,841 sharesChange vs previous 13F +4,446 shares
3.51% of the 13F portfolio, value $6,070,346.
13F-HR 0001062993-26-004482 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 48,395 sharesChange vs previous 13F -7,437 shares
2.22% of the 13F portfolio, value $4,532,631.
13F-HR 0001062993-26-002944 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 55,832 sharesChange vs previous 13F +1,467 shares
2.16% of the 13F portfolio, value $5,406,763.
13F-HR 0001062993-26-000868 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 54,365 sharesChange vs previous 13F +49,506 shares
2.27% of the 13F portfolio, value $5,417,444.
13F-HR 0001062993-25-016846 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,859 sharesChange vs previous 13F -120,637 shares
0.19% of the 13F portfolio, value $347,964.
13F-HR 0001062993-25-009488 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 125,496 sharesChange vs previous 13F +5,456 shares
5.13% of the 13F portfolio, value $9,846,431.
13F-HR 0001062993-25-002273 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 120,040 sharesChange vs previous 13F not available
5.44% of the 13F portfolio, value $9,639,252.
13F-HR 0001062993-24-018805 filed by Concorde Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).