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Concurrent Investment Advisors, LLC: ACAD position timeline

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

Concurrent Investment Advisors, LLC held 28,041 ACAD 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 28,041 shares
    Change vs previous 13F -1,364 shares

    0.01% of the 13F portfolio, value $709,438.

    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 29,405 shares
    Change vs previous 13F -14,052 shares

    0.01% of the 13F portfolio, value $654,555.

    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 43,457 shares
    Change vs previous 13F +27,257 shares

    0.01% of the 13F portfolio, value $1,160,737.

    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 16,200 shares
    Change vs previous 13F +1,781 shares

    0.01% of the 13F portfolio, value $345,708.

    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 14,419 shares
    Change vs previous 13F -462 shares

    0.01% of the 13F portfolio, value $311,018.

    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 14,881 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $247,175.

    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).