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Concurrent Investment Advisors, LLC: AAPL position timeline

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

Concurrent Investment Advisors, LLC held 1,133,468 AAPL 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 1,133,468 shares
    Change vs previous 13F +66,108 shares

    2.76% of the 13F portfolio, value $323,366,519.

    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 1,067,360 shares
    Change vs previous 13F +25,472 shares

    2.91% of the 13F portfolio, value $266,840,887.

    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 1,041,888 shares
    Change vs previous 13F +339,658 shares

    3.19% of the 13F portfolio, value $278,913,779.

    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 702,230 shares
    Change vs previous 13F +37,442 shares

    3.02% of the 13F portfolio, value $174,750,853.

    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 664,788 shares
    Change vs previous 13F +31,545 shares

    2.58% of the 13F portfolio, value $133,127,822.

    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 633,243 shares
    Change vs previous 13F +124,689 shares

    3.34% of the 13F portfolio, value $137,123,323.

    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 508,554 shares
    Change vs previous 13F +3,726 shares

    3.34% of the 13F portfolio, value $123,361,369.

    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 504,828 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $113,912,904.

    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).