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Concurrent Investment Advisors, LLC: AMAT position timeline

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

Concurrent Investment Advisors, LLC held 35,585 AMAT 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 35,585 shares
    Change vs previous 13F +13,338 shares

    0.22% of the 13F portfolio, value $25,728,235.

    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 22,247 shares
    Change vs previous 13F -1,053 shares

    0.08% of the 13F portfolio, value $7,603,768.

    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 23,300 shares
    Change vs previous 13F +12,534 shares

    0.07% of the 13F portfolio, value $5,988,006.

    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 10,766 shares
    Change vs previous 13F -837 shares

    0.04% of the 13F portfolio, value $2,204,283.

    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 11,603 shares
    Change vs previous 13F -6,852 shares

    0.04% of the 13F portfolio, value $2,124,176.

    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 18,455 shares
    Change vs previous 13F +9,291 shares

    0.07% of the 13F portfolio, value $2,678,243.

    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 9,164 shares
    Change vs previous 13F -1,415 shares

    0.04% of the 13F portfolio, value $1,490,370.

    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 10,579 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,137,486.

    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).