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Concurrent Investment Advisors, LLC: AAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on AAL, newest first. How the timeline and the estimate are built.

Concurrent Investment Advisors, LLC held 18,854 AAL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,854 shares
    Change vs previous 13F -8,368 shares

    <0.01% of the 13F portfolio, value $340,685.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,222 shares
    Change vs previous 13F +10,681 shares

    <0.01% of the 13F portfolio, value $292,361.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,541 shares
    Change vs previous 13F -1,217 shares

    <0.01% of the 13F portfolio, value $253,567.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,758 shares
    Change vs previous 13F +5,129 shares

    <0.01% of the 13F portfolio, value $199,596.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,629 shares
    Change vs previous 13F +783 shares

    <0.01% of the 13F portfolio, value $141,693.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,846 shares
    Change vs previous 13F -69 shares

    <0.01% of the 13F portfolio, value $124,971.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,915 shares
    Change vs previous 13F -748 shares

    0.01% of the 13F portfolio, value $207,677.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,663 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $142,331.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).