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Concurrent Investment Advisors, LLC: ARKB position timeline

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

Concurrent Investment Advisors, LLC held 19,407 ARKB 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 19,407 shares
    Change vs previous 13F -4,840 shares

    <0.01% of the 13F portfolio, value $377,652.

    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 24,247 shares
    Change vs previous 13F -100,353 shares

    0.01% of the 13F portfolio, value $545,321.

    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 124,600 shares
    Change vs previous 13F -762 shares

    0.04% of the 13F portfolio, value $3,618,392.

    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 125,362 shares
    Change vs previous 13F -2,217 shares

    0.08% of the 13F portfolio, value $4,766,270.

    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 127,579 shares
    Change vs previous 13F +78,104 shares

    0.09% of the 13F portfolio, value $4,566,038.

    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 49,475 shares
    Change vs previous 13F +40,127 shares

    0.1% of the 13F portfolio, value $4,066,882.

    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 9,348 shares
    Change vs previous 13F -128 shares

    0.02% of the 13F portfolio, value $871,900.

    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 9,476 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $601,461.

    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).