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Disclosery

Concorde Financial Corp: BRK-B position timeline

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

Concorde Financial Corp held 7,686 BRK-B 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 7,686 shares
    Change vs previous 13F +132 shares

    3.1% of the 13F portfolio, value $3,845,998.

    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 7,554 shares
    Change vs previous 13F +182 shares

    2.84% of the 13F portfolio, value $3,619,877.

    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 7,372 shares
    Change vs previous 13F +2,742 shares

    2.82% of the 13F portfolio, value $3,639,851.

    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 4,630 shares
    Change vs previous 13F +40 shares

    1.29% of the 13F portfolio, value $2,327,686.

    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 4,590 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,229,684.

    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).