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Concurrent Investment Advisors, LLC: ACN position timeline

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

Concurrent Investment Advisors, LLC held 70,109 ACN 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 70,109 shares
    Change vs previous 13F +24,234 shares

    0.07% of the 13F portfolio, value $8,724,320.

    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 45,875 shares
    Change vs previous 13F -4,199 shares

    0.1% of the 13F portfolio, value $9,096,494.

    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 50,074 shares
    Change vs previous 13F +21,287 shares

    0.15% of the 13F portfolio, value $13,434,713.

    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 28,787 shares
    Change vs previous 13F -1,425 shares

    0.12% of the 13F portfolio, value $7,098,818.

    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 30,212 shares
    Change vs previous 13F -8,145 shares

    0.18% of the 13F portfolio, value $9,030,161.

    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 38,357 shares
    Change vs previous 13F -1,813 shares

    0.29% of the 13F portfolio, value $11,968,807.

    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 40,170 shares
    Change vs previous 13F +4,579 shares

    0.38% of the 13F portfolio, value $14,131,357.

    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 35,591 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $12,580,764.

    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).