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Ofs Capital shares owned by Concorde Asset Management

Quarter-by-quarter ownership of Ofs Capital (OFS) shares owned by Concorde Asset Management from 13F filings

Historical chart of Concorde Asset Management investment in Ofs Capital

Tip: Access up to 7 years of quarterly data

All positions including Ofs Capital held by Concorde Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ofs Capital by Concorde Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $64k 18k 3.55
2019-12-31 $187k 17k 11.15
2019-09-30 $221k 19k 11.62

More positions owned by Concorde Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
NVIDIA Corporation (NVDA)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Nasd Tech Div (TDIV)
First Tr Exchange Traded Rba Indl Etf (AIRR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Concorde Asset Management

Top funds holding Ofs Capital

International Assets Investment Management
Virtus Investment Advisers
Marshall Wace
O'shaughnessy Asset Management
Brooklyn Capital Management
Squarepoint Ops
Two Sigma Investments
Morgan Stanley
Arkadios Wealth Advisors
UBS Group
SOA Wealth Advisors
Concorde Asset Management
Cambridge Investment Research Advisors
Wiley Bros.-aintree Capital
Janney Montgomery Scott

View all funds holding Ofs Capital