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Concurrent Investment Advisors, LLC: AMGN position timeline

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

Concurrent Investment Advisors, LLC held 51,650 AMGN 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 51,650 shares
    Change vs previous 13F +8,590 shares

    0.16% of the 13F portfolio, value $18,703,488.

    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 43,060 shares
    Change vs previous 13F +4,127 shares

    0.17% of the 13F portfolio, value $15,150,720.

    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 38,933 shares
    Change vs previous 13F +12,365 shares

    0.15% of the 13F portfolio, value $12,743,018.

    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 26,568 shares
    Change vs previous 13F +1,103 shares

    0.13% of the 13F portfolio, value $7,497,440.

    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 25,465 shares
    Change vs previous 13F +3,985 shares

    0.14% of the 13F portfolio, value $7,110,080.

    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 21,480 shares
    Change vs previous 13F +2,078 shares

    0.16% of the 13F portfolio, value $6,691,969.

    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 19,402 shares
    Change vs previous 13F -243 shares

    0.14% of the 13F portfolio, value $5,057,009.

    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 19,645 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,329,872.

    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).