NPFI β€” NUSHARES ETF TR

Ownership history in Concorde Financial Corp  Β·  1 quarter on record

AI Ownership Summary

Concorde Financial Corp reported NUSHARES ETF TR (NPFI) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 1.06% in 2025 Q3. The latest visible filing shows NPFI at 1.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NPFI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concorde Financial Corp's position in NUSHARES ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NPFI was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Concorde Financial Corp held NPFI β€” position size vs. price
% of Fund (quarterly)    NPFI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 72,481 β€” β€” 1.06% $1.9M 2025-11-14 $25.67

FAQ About Concorde Financial Corp and NPFI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Concorde Financial Corp reported owning NPFI?

Concorde Financial Corp reported NPFI across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported NPFI position in Concorde Financial Corp's portfolio?

The largest reported portfolio weight for NPFI was 1.06% in 2025 Q3.

What is the latest reported NPFI position on this page?

The most recent filing on this page is 2025 Q3, when Concorde Financial Corp reported 72,481 shares, equal to 1.06% of portfolio, with an estimated market value of $1.9M.

What does the chart on this NPFI ownership page compare?

The chart compares Concorde Financial Corp's quarterly NPFI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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