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Concurrent Investment Advisors, LLC: APLD position timeline

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

Concurrent Investment Advisors, LLC held 19,859 APLD 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 19,859 shares
    Change vs previous 13F -22,175 shares

    0.01% of the 13F portfolio, value $740,731.

    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 42,034 shares
    Change vs previous 13F +20,702 shares

    0.01% of the 13F portfolio, value $997,881.

    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 21,332 shares
    Change vs previous 13F +318 shares

    0.01% of the 13F portfolio, value $523,055.

    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 21,014 shares
    Change vs previous 13F +4,905 shares

    0.01% of the 13F portfolio, value $482,055.

    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 16,109 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $162,218.

    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 16,109 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $90,533.

    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 16,109 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $123,073.

    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).