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Concurrent Investment Advisors, LLC: ALL position timeline

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

Concurrent Investment Advisors, LLC held 21,821 ALL 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 21,821 shares
    Change vs previous 13F +3,705 shares

    0.04% of the 13F portfolio, value $5,191,942.

    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 18,116 shares
    Change vs previous 13F +1,103 shares

    0.04% of the 13F portfolio, value $3,756,133.

    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 17,013 shares
    Change vs previous 13F +3,249 shares

    0.04% of the 13F portfolio, value $3,541,107.

    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 13,764 shares
    Change vs previous 13F -37 shares

    0.05% of the 13F portfolio, value $2,954,388.

    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 13,801 shares
    Change vs previous 13F +787 shares

    0.05% of the 13F portfolio, value $2,778,253.

    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 13,014 shares
    Change vs previous 13F +2,291 shares

    0.07% of the 13F portfolio, value $2,694,774.

    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 10,723 shares
    Change vs previous 13F +139 shares

    0.06% of the 13F portfolio, value $2,067,218.

    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 10,584 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,007,257.

    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).