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Concurrent Investment Advisors, LLC: COP position timeline

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

Concurrent Investment Advisors, LLC held 89,594 COP 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 89,594 shares
    Change vs previous 13F +2,597 shares

    0.08% of the 13F portfolio, value $9,314,242.

    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 86,997 shares
    Change vs previous 13F +826 shares

    0.13% of the 13F portfolio, value $11,483,606.

    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 86,171 shares
    Change vs previous 13F +20,501 shares

    0.09% of the 13F portfolio, value $8,066,505.

    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 65,670 shares
    Change vs previous 13F -3,595 shares

    0.11% of the 13F portfolio, value $6,211,759.

    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 69,265 shares
    Change vs previous 13F +7,163 shares

    0.12% of the 13F portfolio, value $6,215,843.

    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 62,102 shares
    Change vs previous 13F +3,051 shares

    0.16% of the 13F portfolio, value $6,521,925.

    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 59,051 shares
    Change vs previous 13F +1,517 shares

    0.16% of the 13F portfolio, value $5,856,106.

    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 57,534 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,057,225.

    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).