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Concurrent Investment Advisors, LLC: ABBV position timeline

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

Concurrent Investment Advisors, LLC held 160,023 ABBV 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 160,023 shares
    Change vs previous 13F +3,926 shares

    0.34% of the 13F portfolio, value $40,268,166.

    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 156,097 shares
    Change vs previous 13F -1,434 shares

    0.37% of the 13F portfolio, value $33,949,478.

    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 157,531 shares
    Change vs previous 13F +45,422 shares

    0.41% of the 13F portfolio, value $35,994,339.

    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 112,109 shares
    Change vs previous 13F +10,201 shares

    0.45% of the 13F portfolio, value $25,957,657.

    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 101,908 shares
    Change vs previous 13F +8,135 shares

    0.37% of the 13F portfolio, value $18,916,108.

    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 93,773 shares
    Change vs previous 13F +19,660 shares

    0.48% of the 13F portfolio, value $19,647,221.

    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 74,113 shares
    Change vs previous 13F +4,980 shares

    0.36% of the 13F portfolio, value $13,169,905.

    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 69,133 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $13,652,358.

    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).