Concurrent Investment Advisors, LLC: APG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on APG, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 10,558 APG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 10,558 sharesChange vs previous 13F +189 shares
<0.01% of the 13F portfolio, value $447,111.
13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,369 sharesChange vs previous 13F +1,224 shares
<0.01% of the 13F portfolio, value $420,131.
13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,145 sharesChange vs previous 13F +1,411 shares
<0.01% of the 13F portfolio, value $349,869.
13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,734 sharesChange vs previous 13F +2,485 shares
<0.01% of the 13F portfolio, value $265,800.
13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,249 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $267,961.
13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).