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Concurrent Investment Advisors, LLC: AFL position timeline

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

Concurrent Investment Advisors, LLC held 69,734 AFL 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 69,734 shares
    Change vs previous 13F +914 shares

    0.07% of the 13F portfolio, value $8,176,396.

    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 68,820 shares
    Change vs previous 13F +1,172 shares

    0.08% of the 13F portfolio, value $7,550,167.

    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 67,648 shares
    Change vs previous 13F +26,282 shares

    0.09% of the 13F portfolio, value $7,459,613.

    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 41,366 shares
    Change vs previous 13F +1,519 shares

    0.08% of the 13F portfolio, value $4,620,630.

    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 39,847 shares
    Change vs previous 13F +1,438 shares

    0.08% of the 13F portfolio, value $4,202,224.

    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 38,409 shares
    Change vs previous 13F +2,975 shares

    0.1% of the 13F portfolio, value $4,270,671.

    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 35,434 shares
    Change vs previous 13F +2,167 shares

    0.1% of the 13F portfolio, value $3,665,343.

    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 33,267 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,719,284.

    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).