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Disclosery

Concorde Financial Corp: CP position timeline

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

Concorde Financial Corp held 40,476 CP 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 40,476 shares
    Change vs previous 13F +425 shares

    2.83% of the 13F portfolio, value $3,507,206.

    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 40,051 shares
    Change vs previous 13F +792 shares

    2.48% of the 13F portfolio, value $3,156,913.

    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 39,259 shares
    Change vs previous 13F -398 shares

    2.33% of the 13F portfolio, value $3,007,594.

    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 39,657 shares
    Change vs previous 13F +5 shares

    1.64% of the 13F portfolio, value $2,954,013.

    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 39,652 shares
    Change vs previous 13F -137 shares

    1.86% of the 13F portfolio, value $3,143,174.

    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 39,789 shares
    Change vs previous 13F +466 shares

    1.54% of the 13F portfolio, value $2,793,551.

    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 39,323 shares
    Change vs previous 13F +318 shares

    1.7% of the 13F portfolio, value $2,850,956.

    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 39,005 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $3,341,772.

    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).