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Concurrent Investment Advisors, LLC: AEP position timeline

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

Concurrent Investment Advisors, LLC held 52,617 AEP 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 52,617 shares
    Change vs previous 13F +3,286 shares

    0.06% of the 13F portfolio, value $7,198,596.

    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 49,331 shares
    Change vs previous 13F -1,940 shares

    0.07% of the 13F portfolio, value $6,466,425.

    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 51,271 shares
    Change vs previous 13F +13,832 shares

    0.07% of the 13F portfolio, value $5,912,148.

    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 37,439 shares
    Change vs previous 13F +504 shares

    0.07% of the 13F portfolio, value $4,211,923.

    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 36,935 shares
    Change vs previous 13F +2,396 shares

    0.07% of the 13F portfolio, value $3,832,418.

    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 34,539 shares
    Change vs previous 13F +12,289 shares

    0.09% of the 13F portfolio, value $3,774,080.

    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 22,250 shares
    Change vs previous 13F +227 shares

    0.06% of the 13F portfolio, value $2,052,129.

    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 22,023 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,259,589.

    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).