Concorde Asset Management, LLC: VRT position timeline

Concorde Asset Management, LLC held 4,732 VRT 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 4,732 shares

   Change vs previous 13F -1,571 shares

   0.92% of the 13F portfolio, value $1,584,367.

   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).

2. period ended2026-03-31

   13F 6,303 shares

   Change vs previous 13F -6,453 shares

   0.77% of the 13F portfolio, value $1,579,372.

   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 12,756 shares

   Change vs previous 13F +172 shares

   0.83% of the 13F portfolio, value $2,066,664.

   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 12,584 shares

   Change vs previous 13F +4,943 shares

   0.84% of the 13F portfolio, value $2,016,048.

   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 7,641 shares

   Change vs previous 13F not available

   0.3% of the 13F portfolio, value $556,418.

   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).