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Disclosery

Concorde Financial Corp: JPST position timeline

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

Concorde Financial Corp held 0 JPST shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -138,079 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 138,079 shares
    Change vs previous 13F +11,305 shares

    3.88% of the 13F portfolio, value $7,004,770.

    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).

  3. period ended2025-06-30
    13F 126,774 shares
    Change vs previous 13F +21,270 shares

    3.8% of the 13F portfolio, value $6,424,931.

    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).

  4. period ended2025-03-31
    13F 105,504 shares
    Change vs previous 13F -6,151 shares

    2.94% of the 13F portfolio, value $5,341,692.

    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).

  5. period ended2024-12-31
    13F 111,655 shares
    Change vs previous 13F -8,669 shares

    3.36% of the 13F portfolio, value $5,647,169.

    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).

  6. period ended2024-09-30
    13F 120,324 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $6,105,256.

    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).