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Disclosery

Concorde Financial Corp: HSY position timeline

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

Concorde Financial Corp held 17,825 HSY 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 17,825 shares
    Change vs previous 13F +231 shares

    2.52% of the 13F portfolio, value $3,127,226.

    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 17,594 shares
    Change vs previous 13F +290 shares

    2.87% of the 13F portfolio, value $3,657,475.

    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 17,304 shares
    Change vs previous 13F -167 shares

    2.7% of the 13F portfolio, value $3,486,302.

    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 17,471 shares
    Change vs previous 13F +27 shares

    1.81% of the 13F portfolio, value $3,268,011.

    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 17,444 shares
    Change vs previous 13F +70 shares

    1.71% of the 13F portfolio, value $2,894,885.

    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 17,374 shares
    Change vs previous 13F +838 shares

    1.64% of the 13F portfolio, value $2,971,530.

    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 16,536 shares
    Change vs previous 13F +1,308 shares

    1.67% of the 13F portfolio, value $2,800,426.

    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 15,228 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $2,920,487.

    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).