Concorde Asset Management, LLC: XLF position timeline

Concorde Asset Management, LLC held 3,835 XLF 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 3,835 shares

   Change vs previous 13F -2,828 shares

   0.12% of the 13F portfolio, value $205,594.

   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 6,663 shares

   Change vs previous 13F +1,787 shares

   0.16% of the 13F portfolio, value $328,952.

   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 4,876 shares

   Change vs previous 13F -940 shares

   0.11% of the 13F portfolio, value $267,065.

   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 5,816 shares

   Change vs previous 13F -1,432 shares

   0.13% of the 13F portfolio, value $310,190.

   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 7,248 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $343,510.

   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).