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Concurrent Investment Advisors, LLC: AVGO position timeline

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

Concurrent Investment Advisors, LLC held 303,319 AVGO 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 303,319 shares
    Change vs previous 13F +30,357 shares

    0.98% of the 13F portfolio, value $114,578,718.

    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 272,962 shares
    Change vs previous 13F +14,705 shares

    0.92% of the 13F portfolio, value $84,484,602.

    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 258,257 shares
    Change vs previous 13F +117,808 shares

    1.02% of the 13F portfolio, value $89,382,963.

    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 140,449 shares
    Change vs previous 13F +1,634 shares

    0.8% of the 13F portfolio, value $46,335,489.

    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 138,815 shares
    Change vs previous 13F -15,446 shares

    0.74% of the 13F portfolio, value $38,263,737.

    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 154,261 shares
    Change vs previous 13F +9,957 shares

    0.63% of the 13F portfolio, value $25,828,145.

    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 144,304 shares
    Change vs previous 13F +27,944 shares

    0.91% of the 13F portfolio, value $33,455,368.

    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 116,360 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $20,072,098.

    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).