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Concurrent Investment Advisors, LLC: AMZN position timeline

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

Concurrent Investment Advisors, LLC held 720,984 AMZN 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 720,984 shares
    Change vs previous 13F +64,568 shares

    1.47% of the 13F portfolio, value $171,839,525.

    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 656,416 shares
    Change vs previous 13F +10,531 shares

    1.49% of the 13F portfolio, value $136,711,742.

    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 645,885 shares
    Change vs previous 13F +228,815 shares

    1.71% of the 13F portfolio, value $149,083,163.

    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 417,070 shares
    Change vs previous 13F -20,934 shares

    1.58% of the 13F portfolio, value $91,576,040.

    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 438,004 shares
    Change vs previous 13F +27,195 shares

    1.86% of the 13F portfolio, value $96,093,617.

    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 410,809 shares
    Change vs previous 13F +122,336 shares

    1.9% of the 13F portfolio, value $78,160,478.

    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 288,473 shares
    Change vs previous 13F +11,878 shares

    1.71% of the 13F portfolio, value $63,288,097.

    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 276,595 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $51,538,012.

    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).