Skip to content
Disclosery

Concurrent Investment Advisors, LLC: BRK-B position timeline

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

Concurrent Investment Advisors, LLC held 101,823 BRK-B 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 101,823 shares
    Change vs previous 13F +15,892 shares

    0.44% of the 13F portfolio, value $50,951,448.

    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 85,931 shares
    Change vs previous 13F -10,669 shares

    0.45% of the 13F portfolio, value $41,178,413.

    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 96,600 shares
    Change vs previous 13F +17,087 shares

    0.56% of the 13F portfolio, value $48,556,252.

    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 79,513 shares
    Change vs previous 13F -3,822 shares

    0.69% of the 13F portfolio, value $39,974,276.

    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 83,335 shares
    Change vs previous 13F +9,164 shares

    0.79% of the 13F portfolio, value $40,481,684.

    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 74,171 shares
    Change vs previous 13F +14,388 shares

    0.96% of the 13F portfolio, value $39,501,837.

    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 59,783 shares
    Change vs previous 13F +5,891 shares

    0.73% of the 13F portfolio, value $27,098,279.

    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 53,892 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $24,804,554.

    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).