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Concurrent Investment Advisors, LLC: ARCC position timeline

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

Concurrent Investment Advisors, LLC held 155,429 ARCC 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 155,429 shares
    Change vs previous 13F +88,558 shares

    0.02% of the 13F portfolio, value $2,880,106.

    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 66,871 shares
    Change vs previous 13F -7,282 shares

    0.01% of the 13F portfolio, value $1,205,021.

    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 74,153 shares
    Change vs previous 13F +4,700 shares

    0.02% of the 13F portfolio, value $1,500,121.

    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 69,453 shares
    Change vs previous 13F -13,488 shares

    0.02% of the 13F portfolio, value $1,417,540.

    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 82,941 shares
    Change vs previous 13F +2,785 shares

    0.04% of the 13F portfolio, value $1,821,390.

    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 80,156 shares
    Change vs previous 13F +2,578 shares

    0.04% of the 13F portfolio, value $1,776,256.

    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 77,578 shares
    Change vs previous 13F -5,392 shares

    0.05% of the 13F portfolio, value $1,698,186.

    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 82,970 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,737,398.

    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).