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Concurrent Investment Advisors, LLC: ADX position timeline

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

Concurrent Investment Advisors, LLC held 86,354 ADX 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 86,354 shares
    Change vs previous 13F +8,933 shares

    0.02% of the 13F portfolio, value $2,206,344.

    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 77,421 shares
    Change vs previous 13F +10,304 shares

    0.02% of the 13F portfolio, value $1,694,755.

    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 67,117 shares
    Change vs previous 13F +15,466 shares

    0.02% of the 13F portfolio, value $1,565,160.

    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 51,651 shares
    Change vs previous 13F +8,076 shares

    0.02% of the 13F portfolio, value $1,151,816.

    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 43,575 shares
    Change vs previous 13F -9,093 shares

    0.02% of the 13F portfolio, value $946,019.

    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 52,668 shares
    Change vs previous 13F -91,646 shares

    0.02% of the 13F portfolio, value $1,000,163.

    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 144,314 shares
    Change vs previous 13F +112,482 shares

    0.08% of the 13F portfolio, value $2,915,139.

    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 31,832 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $686,295.

    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).