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Disclosery

Concorde Financial Corp: CB position timeline

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

Concorde Financial Corp held 17,772 CB 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 17,772 shares
    Change vs previous 13F -35 shares

    4.89% of the 13F portfolio, value $6,073,151.

    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 17,807 shares
    Change vs previous 13F -139 shares

    4.57% of the 13F portfolio, value $5,820,623.

    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 17,946 shares
    Change vs previous 13F -336 shares

    4.36% of the 13F portfolio, value $5,623,761.

    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 18,282 shares
    Change vs previous 13F -48 shares

    2.86% of the 13F portfolio, value $5,159,953.

    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 18,330 shares
    Change vs previous 13F -74 shares

    3.14% of the 13F portfolio, value $5,310,423.

    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 18,404 shares
    Change vs previous 13F +541 shares

    3.06% of the 13F portfolio, value $5,557,673.

    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 17,863 shares
    Change vs previous 13F +74 shares

    2.95% of the 13F portfolio, value $4,951,664.

    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 17,789 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $5,146,155.

    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).