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Disclosery

Concorde Financial Corp: MLM position timeline

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

Concorde Financial Corp held 5,910 MLM 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 5,910 shares
    Change vs previous 13F +41 shares

    2.74% of the 13F portfolio, value $3,407,435.

    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 5,869 shares
    Change vs previous 13F +22 shares

    2.71% of the 13F portfolio, value $3,454,079.

    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 5,847 shares
    Change vs previous 13F -169 shares

    3% of the 13F portfolio, value $3,876,346.

    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 6,016 shares
    Change vs previous 13F -39 shares

    2.1% of the 13F portfolio, value $3,791,449.

    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 6,055 shares
    Change vs previous 13F +13 shares

    1.97% of the 13F portfolio, value $3,323,678.

    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 6,042 shares
    Change vs previous 13F +62 shares

    1.59% of the 13F portfolio, value $2,888,622.

    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 5,980 shares
    Change vs previous 13F -742 shares

    1.84% of the 13F portfolio, value $3,088,412.

    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 6,722 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $3,617,847.

    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).