Concorde Financial Corp quarter change: Foreign Bonds: Other Debt, Unchanged
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), 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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Clear Retirement Advice LLC | United States | $0.127B | 54 |
| Ares Financial Consulting, LLC | United States | $0.127B | 1,066 |
| Aegis Wealth Management, Inc. | United States | $0.127B | 162 |
| ACT CAPITAL MANAGEMENT, LLC | United States | $0.127B | 56 |
| Madison Park Capital Advisors, LLC | United States | $0.127B | 62 |
| Storgate, LLC | United States | $0.127B | 170 |
| PEREGRINE INVESTMENT MANAGEMENT INC | Canada | $0.127B | 20 |
| Sun Group Wealth Partners | United States | $0.127B | 73 |
| Summitas Investment Management LLC | United States | $0.128B | 10 |
| Midwestern Financial, LLC /IA | United States | $0.127B | 54 |