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Disclosery

Concorde Financial Corp: EXE position timeline

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

Concorde Financial Corp held 70,261 EXE 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 70,261 shares
    Change vs previous 13F +500 shares

    5.16% of the 13F portfolio, value $6,407,006.

    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 69,761 shares
    Change vs previous 13F +1,127 shares

    6.01% of the 13F portfolio, value $7,658,257.

    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 68,634 shares
    Change vs previous 13F -1,124 shares

    5.77% of the 13F portfolio, value $7,446,789.

    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 69,758 shares
    Change vs previous 13F -1,506 shares

    4.11% of the 13F portfolio, value $7,411,090.

    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 71,264 shares
    Change vs previous 13F -1,180 shares

    4.93% of the 13F portfolio, value $8,333,612.

    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 72,444 shares
    Change vs previous 13F -1,850 shares

    4.45% of the 13F portfolio, value $8,064,466.

    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 74,294 shares
    Change vs previous 13F +38 shares

    4.4% of the 13F portfolio, value $7,395,968.

    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 74,256 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $6,107,556.

    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).