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Concurrent Investment Advisors, LLC: ABT position timeline

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

Concurrent Investment Advisors, LLC held 120,960 ABT 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 120,960 shares
    Change vs previous 13F +6,384 shares

    0.09% of the 13F portfolio, value $10,975,849.

    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 114,576 shares
    Change vs previous 13F +25,792 shares

    0.13% of the 13F portfolio, value $11,763,587.

    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 88,784 shares
    Change vs previous 13F +17,137 shares

    0.13% of the 13F portfolio, value $11,123,709.

    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 71,647 shares
    Change vs previous 13F +1,253 shares

    0.17% of the 13F portfolio, value $9,596,342.

    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 70,394 shares
    Change vs previous 13F +9,685 shares

    0.19% of the 13F portfolio, value $9,574,236.

    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 60,709 shares
    Change vs previous 13F +10,098 shares

    0.2% of the 13F portfolio, value $8,053,002.

    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 50,611 shares
    Change vs previous 13F +2,035 shares

    0.16% of the 13F portfolio, value $5,724,626.

    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 48,576 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,538,161.

    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).