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Disclosery

Concorde Financial Corp: BG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concorde Financial Corp on BG, newest first. How the timeline and the estimate are built.

Concorde Financial Corp held 38,828 BG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,828 shares
    Change vs previous 13F -298 shares

    3.34% of the 13F portfolio, value $4,144,007.

    13F-HR 0001420506-26-001711 filed by Concorde Financial Corp
    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 39,126 shares
    Change vs previous 13F -2,001 shares

    3.91% of the 13F portfolio, value $4,976,702.

    13F-HR 0001420506-26-001090 filed by Concorde Financial Corp
    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 41,127 shares
    Change vs previous 13F -2,181 shares

    3.73% of the 13F portfolio, value $4,806,924.

    13F-HR 0001420506-26-000485 filed by Concorde Financial Corp
    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 43,308 shares
    Change vs previous 13F -904 shares

    1.95% of the 13F portfolio, value $3,518,775.

    13F-HR 0001420506-25-003268 filed by Concorde Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 44,212 shares
    Change vs previous 13F -337 shares

    2.1% of the 13F portfolio, value $3,549,339.

    13F-HR 0001420506-25-002025 filed by Concorde Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 44,549 shares
    Change vs previous 13F +29,083 shares

    1.88% of the 13F portfolio, value $3,404,435.

    13F-HR 0001420506-25-001064 filed by Concorde Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,466 shares
    Change vs previous 13F -13,236 shares

    0.72% of the 13F portfolio, value $1,202,636.

    13F-HR 0001420506-25-000463 filed by Concorde Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 28,702 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,773,761.

    13F-HR 0001420506-24-002474 filed by Concorde Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).