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Disclosery

Concorde Financial Corp: FR position timeline

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

Concorde Financial Corp held 70,492 FR 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 70,492 shares
    Change vs previous 13F +589 shares

    3.48% of the 13F portfolio, value $4,321,803.

    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 69,903 shares
    Change vs previous 13F -7,119 shares

    3.2% of the 13F portfolio, value $4,078,787.

    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 77,022 shares
    Change vs previous 13F -1,027 shares

    3.48% of the 13F portfolio, value $4,489,612.

    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 78,049 shares
    Change vs previous 13F +1,226 shares

    2.23% of the 13F portfolio, value $4,017,182.

    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 76,823 shares
    Change vs previous 13F +282 shares

    2.19% of the 13F portfolio, value $3,697,491.

    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 76,541 shares
    Change vs previous 13F +1,062 shares

    2.28% of the 13F portfolio, value $4,130,152.

    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 75,479 shares
    Change vs previous 13F +701 shares

    2.27% of the 13F portfolio, value $3,811,690.

    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 74,778 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $4,213,740.

    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).