CONWX SEC Filings — Concorde Wealth Management Fund
Data updated: 2026-09-30
44 SEC filings are listed: 10 prospectuses (latest Jan 28, 2026), 25 quarterly N-PORT holdings reports (latest May 27, 2026), 8 annual N-CEN reports (latest Dec 11, 2025) and 1 NPORT-P/A (latest Sep 30, 2026).
CONWX Prospectus (485BPOS)
Objective, strategy, fees and risks. 10 filings on SEC EDGAR.
CONWX Portfolio holdings (N-PORT)
Full holdings and monthly flows, filed quarterly. 25 filings on SEC EDGAR.
- Filed May 27, 2026
- Filed Feb 20, 2026
- Filed Nov 28, 2025
- Filed Aug 20, 2025
- Filed May 22, 2025
- Filed Feb 26, 2025
- Filed Nov 27, 2024
- Filed Aug 29, 2024
- Filed May 20, 2024
- Filed Feb 27, 2024
- Filed Nov 27, 2023
- Filed Aug 16, 2023
- Filed May 9, 2023
- Filed Feb 24, 2023
- Filed Nov 29, 2022
- Filed Aug 29, 2022
- Filed May 23, 2022
- Filed Feb 18, 2022
- Filed Nov 23, 2021
- Filed Aug 30, 2021
- Filed Apr 29, 2021
- Filed Feb 24, 2021
- Filed Nov 19, 2020
- Filed Aug 25, 2020
- Filed Apr 28, 2020
CONWX Annual census (N-CEN)
Service providers, brokerage and operations. 8 filings on SEC EDGAR.
CONWX Portfolio holdings, amended (N-PORT/A) (NPORT-P/A)
1 filing on SEC EDGAR.
Browse every Concorde Wealth Management Fund filing on SEC EDGAR
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.