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Concurrent Investment Advisors, LLC: CMCSA position timeline

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

Concurrent Investment Advisors, LLC held 223,089 CMCSA 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 223,089 shares
    Change vs previous 13F +116,224 shares

    0.05% of the 13F portfolio, value $5,476,823.

    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 106,865 shares
    Change vs previous 13F -7,926 shares

    0.03% of the 13F portfolio, value $3,068,113.

    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 114,791 shares
    Change vs previous 13F +36,338 shares

    0.04% of the 13F portfolio, value $3,431,111.

    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 78,453 shares
    Change vs previous 13F -14,592 shares

    0.04% of the 13F portfolio, value $2,464,985.

    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 93,045 shares
    Change vs previous 13F +10,684 shares

    0.06% of the 13F portfolio, value $3,320,762.

    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 82,361 shares
    Change vs previous 13F +27,389 shares

    0.07% of the 13F portfolio, value $3,039,118.

    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 54,972 shares
    Change vs previous 13F -3,899 shares

    0.06% of the 13F portfolio, value $2,063,091.

    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 58,871 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,459,039.

    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).