Advertisement
Screener

Concorde Financial Corp Last Quarter Change: USA Bonds: Other Debt, Sold Out

Concorde Financial Corp quarter change: USA Bonds: Other Debt, Sold out

In other debt filed by principal amount (debentures, bonds) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Concorde Financial Corp opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1911822): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Clear Retirement Advice LLCUnited States$0.127B54
Ares Financial Consulting, LLCUnited States$0.127B1,066
Aegis Wealth Management, Inc.United States$0.127B162
ACT CAPITAL MANAGEMENT, LLCUnited States$0.127B56
Madison Park Capital Advisors, LLCUnited States$0.127B62
Storgate, LLCUnited States$0.127B170
PEREGRINE INVESTMENT MANAGEMENT INCCanada$0.127B20
Sun Group Wealth PartnersUnited States$0.127B73
Summitas Investment Management LLCUnited States$0.128B10
Midwestern Financial, LLC /IAUnited States$0.127B54