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Concurrent Investment Advisors, LLC: ARKK position timeline

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

Concurrent Investment Advisors, LLC held 22,542 ARKK 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 22,542 shares
    Change vs previous 13F +8,189 shares

    0.02% of the 13F portfolio, value $1,821,836.

    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 14,353 shares
    Change vs previous 13F -111,904 shares

    0.01% of the 13F portfolio, value $970,145.

    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 126,257 shares
    Change vs previous 13F +530 shares

    0.11% of the 13F portfolio, value $9,711,711.

    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 125,727 shares
    Change vs previous 13F +12,380 shares

    0.19% of the 13F portfolio, value $10,850,206.

    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 113,347 shares
    Change vs previous 13F +99,067 shares

    0.15% of the 13F portfolio, value $7,967,191.

    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 14,280 shares
    Change vs previous 13F +2,172 shares

    0.02% of the 13F portfolio, value $679,463.

    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 12,108 shares
    Change vs previous 13F +1,519 shares

    0.02% of the 13F portfolio, value $687,378.

    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 10,589 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $503,282.

    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).