Skip to content
Disclosery

Concurrent Investment Advisors, LLC: AJG position timeline

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

Concurrent Investment Advisors, LLC held 24,267 AJG 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 24,267 shares
    Change vs previous 13F +13,666 shares

    0.05% of the 13F portfolio, value $5,570,860.

    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 10,601 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $2,296,111.

    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 10,594 shares
    Change vs previous 13F +2,511 shares

    0.03% of the 13F portfolio, value $2,741,570.

    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 8,083 shares
    Change vs previous 13F +300 shares

    0.04% of the 13F portfolio, value $2,503,637.

    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 7,783 shares
    Change vs previous 13F +154 shares

    0.05% of the 13F portfolio, value $2,491,364.

    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 7,629 shares
    Change vs previous 13F -350 shares

    0.06% of the 13F portfolio, value $2,633,825.

    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 7,979 shares
    Change vs previous 13F +355 shares

    0.06% of the 13F portfolio, value $2,264,718.

    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 7,624 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,145,194.

    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).