Concurrent Investment Advisors, LLC: ADC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on ADC, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 0 ADC shares at 2025-12-31 per its 13F-HR filed 2026-01-29.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -6,251 shares
13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 6,251 sharesChange vs previous 13F -533 shares
0.01% of the 13F portfolio, value $444,071.
13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,784 sharesChange vs previous 13F +6 shares
0.01% of the 13F portfolio, value $495,639.
13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,778 sharesChange vs previous 13F +110 shares
0.01% of the 13F portfolio, value $523,194.
13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,668 sharesChange vs previous 13F -72 shares
0.01% of the 13F portfolio, value $469,733.
13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,740 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $507,731.
13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).