Concurrent Investment Advisors, LLC: ADM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on ADM, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 23,915 ADM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 23,915 sharesChange vs previous 13F +6,985 shares
0.02% of the 13F portfolio, value $1,827,124.
13F-HR 0002085853-26-000862 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 ended2026-03-3113F 16,930 sharesChange vs previous 13F +1,011 shares
0.01% of the 13F portfolio, value $1,230,615.
13F-HR 0002085853-26-000427 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 ended2025-12-3113F 15,919 sharesChange vs previous 13F -579 shares
0.01% of the 13F portfolio, value $915,203.
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).
- period ended2025-09-3013F 16,498 sharesChange vs previous 13F -1,594 shares
0.02% of the 13F portfolio, value $985,571.
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 18,092 sharesChange vs previous 13F -2,449 shares
0.02% of the 13F portfolio, value $954,915.
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 20,541 sharesChange vs previous 13F +5,167 shares
0.02% of the 13F portfolio, value $986,170.
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 15,374 sharesChange vs previous 13F -99 shares
0.02% of the 13F portfolio, value $776,687.
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 15,473 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $924,343.
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).