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Concurrent Investment Advisors, LLC: CBSH position timeline

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

Concurrent Investment Advisors, LLC held 15,234 CBSH 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 15,234 shares
    Change vs previous 13F -30,329 shares

    0.01% of the 13F portfolio, value $879,728.

    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 45,563 shares
    Change vs previous 13F -247 shares

    0.02% of the 13F portfolio, value $2,241,676.

    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 45,810 shares
    Change vs previous 13F -105 shares

    0.03% of the 13F portfolio, value $2,397,693.

    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 45,915 shares
    Change vs previous 13F -284 shares

    0.05% of the 13F portfolio, value $2,743,875.

    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 46,199 shares
    Change vs previous 13F -2,120 shares

    0.06% of the 13F portfolio, value $2,872,202.

    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 48,319 shares
    Change vs previous 13F +17,712 shares

    0.07% of the 13F portfolio, value $3,006,893.

    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 30,607 shares
    Change vs previous 13F +2,327 shares

    0.05% of the 13F portfolio, value $1,907,136.

    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 28,280 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,679,844.

    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).