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Concurrent Investment Advisors, LLC: APP position timeline

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

Concurrent Investment Advisors, LLC held 6,568 APP 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 6,568 shares
    Change vs previous 13F -428 shares

    0.03% of the 13F portfolio, value $3,384,025.

    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 6,996 shares
    Change vs previous 13F -3,156 shares

    0.03% of the 13F portfolio, value $2,784,273.

    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 10,152 shares
    Change vs previous 13F +5,285 shares

    0.08% of the 13F portfolio, value $6,840,307.

    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 4,867 shares
    Change vs previous 13F +221 shares

    0.06% of the 13F portfolio, value $3,497,455.

    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 4,646 shares
    Change vs previous 13F +1,114 shares

    0.03% of the 13F portfolio, value $1,626,628.

    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 3,532 shares
    Change vs previous 13F +409 shares

    0.02% of the 13F portfolio, value $935,751.

    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 3,123 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,011,171.

    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).