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Disclosery

Concorde Financial Corp: MSFT position timeline

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

Concorde Financial Corp held 12,450 MSFT 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 12,450 shares
    Change vs previous 13F +138 shares

    3.74% of the 13F portfolio, value $4,643,777.

    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 12,312 shares
    Change vs previous 13F +230 shares

    3.58% of the 13F portfolio, value $4,557,217.

    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 12,082 shares
    Change vs previous 13F -107 shares

    3.85% of the 13F portfolio, value $4,968,298.

    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 12,189 shares
    Change vs previous 13F -87 shares

    3.5% of the 13F portfolio, value $6,313,367.

    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 12,276 shares
    Change vs previous 13F -2,723 shares

    3.61% of the 13F portfolio, value $6,106,269.

    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 14,999 shares
    Change vs previous 13F -146 shares

    3.1% of the 13F portfolio, value $5,630,523.

    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 15,145 shares
    Change vs previous 13F +32 shares

    3.8% of the 13F portfolio, value $6,383,671.

    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 15,113 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $6,503,179.

    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).