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Concurrent Investment Advisors, LLC: AEE position timeline

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

Concurrent Investment Advisors, LLC held 40,028 AEE 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 40,028 shares
    Change vs previous 13F +21,744 shares

    0.04% of the 13F portfolio, value $4,524,757.

    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 18,284 shares
    Change vs previous 13F +5,000 shares

    0.02% of the 13F portfolio, value $2,009,762.

    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 13,284 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,326,564.

    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).