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Concurrent Investment Advisors, LLC: ADP position timeline

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

Concurrent Investment Advisors, LLC held 38,791 ADP 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 38,791 shares
    Change vs previous 13F -4,710 shares

    0.07% of the 13F portfolio, value $8,687,145.

    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 43,501 shares
    Change vs previous 13F -3,116 shares

    0.1% of the 13F portfolio, value $8,838,506.

    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 46,617 shares
    Change vs previous 13F +9,375 shares

    0.14% of the 13F portfolio, value $11,991,361.

    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 37,242 shares
    Change vs previous 13F -671 shares

    0.19% of the 13F portfolio, value $10,930,387.

    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 37,913 shares
    Change vs previous 13F +1,238 shares

    0.23% of the 13F portfolio, value $11,692,226.

    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 36,675 shares
    Change vs previous 13F +6,072 shares

    0.27% of the 13F portfolio, value $11,205,221.

    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 30,603 shares
    Change vs previous 13F +1,090 shares

    0.24% of the 13F portfolio, value $8,958,507.

    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 29,513 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,167,023.

    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).