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Concurrent Investment Advisors, LLC: CLX position timeline

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

Concurrent Investment Advisors, LLC held 11,309 CLX 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 11,309 shares
    Change vs previous 13F -1,557 shares

    0.01% of the 13F portfolio, value $1,079,317.

    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 12,866 shares
    Change vs previous 13F +59 shares

    0.01% of the 13F portfolio, value $1,333,301.

    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 12,807 shares
    Change vs previous 13F -6,664 shares

    0.01% of the 13F portfolio, value $1,291,256.

    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 19,471 shares
    Change vs previous 13F -637 shares

    0.04% of the 13F portfolio, value $2,400,762.

    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 20,108 shares
    Change vs previous 13F +232 shares

    0.05% of the 13F portfolio, value $2,414,371.

    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 19,876 shares
    Change vs previous 13F +4,589 shares

    0.07% of the 13F portfolio, value $2,926,734.

    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 15,287 shares
    Change vs previous 13F -797 shares

    0.07% of the 13F portfolio, value $2,482,696.

    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 16,084 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,620,173.

    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).