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Concurrent Investment Advisors, LLC: ARES position timeline

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

Concurrent Investment Advisors, LLC held 7,563 ARES 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 7,563 shares
    Change vs previous 13F -97 shares

    0.01% of the 13F portfolio, value $841,882.

    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 7,660 shares
    Change vs previous 13F -7,158 shares

    0.01% of the 13F portfolio, value $835,702.

    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 14,818 shares
    Change vs previous 13F +6,537 shares

    0.03% of the 13F portfolio, value $2,395,021.

    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 8,281 shares
    Change vs previous 13F +2,956 shares

    0.02% of the 13F portfolio, value $1,324,012.

    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 5,325 shares
    Change vs previous 13F -3,779 shares

    0.02% of the 13F portfolio, value $922,345.

    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 9,104 shares
    Change vs previous 13F +3,319 shares

    0.03% of the 13F portfolio, value $1,334,772.

    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 5,785 shares
    Change vs previous 13F -295 shares

    0.03% of the 13F portfolio, value $1,024,090.

    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 6,080 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $947,571.

    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).