Skip to content
Disclosery

Concurrent Investment Advisors, LLC: BRK-A position timeline

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

Concurrent Investment Advisors, LLC held 5 BRK-A 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 5 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $3,744,250.

    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 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $17,235,360.

    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 24 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $18,115,200.

    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 24 shares
    Change vs previous 13F +1 shares

    0.31% of the 13F portfolio, value $18,100,800.

    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 23 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $16,762,400.

    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 23 shares
    Change vs previous 13F +3 shares

    0.45% of the 13F portfolio, value $18,364,157.

    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 20 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $13,618,400.

    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 20 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $13,823,600.

    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).