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Disclosery

Concorde Financial Corp: PHYS position timeline

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

Concorde Financial Corp held 0 PHYS 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 -616,691 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 616,691 shares
    Change vs previous 13F -4,232 shares

    10.12% of the 13F portfolio, value $18,266,389.

    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 620,923 shares
    Change vs previous 13F -222,374 shares

    9.31% of the 13F portfolio, value $15,740,398.

    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 843,297 shares
    Change vs previous 13F +2,737 shares

    11.19% of the 13F portfolio, value $20,289,726.

    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 840,560 shares
    Change vs previous 13F -2,370 shares

    10.07% of the 13F portfolio, value $16,928,878.

    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 842,930 shares
    Change vs previous 13F not available

    10.12% of the 13F portfolio, value $17,178,913.

    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).