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Concurrent Investment Advisors, LLC: COR position timeline

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

Concurrent Investment Advisors, LLC held 26,097 COR 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 26,097 shares
    Change vs previous 13F +13,583 shares

    0.06% of the 13F portfolio, value $7,385,036.

    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 12,514 shares
    Change vs previous 13F -1,745 shares

    0.04% of the 13F portfolio, value $3,931,213.

    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 14,259 shares
    Change vs previous 13F +5,860 shares

    0.06% of the 13F portfolio, value $4,815,889.

    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 8,399 shares
    Change vs previous 13F -1,022 shares

    0.05% of the 13F portfolio, value $2,624,842.

    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 9,421 shares
    Change vs previous 13F +767 shares

    0.05% of the 13F portfolio, value $2,824,941.

    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 8,654 shares
    Change vs previous 13F +608 shares

    0.06% of the 13F portfolio, value $2,406,477.

    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 8,046 shares
    Change vs previous 13F +349 shares

    0.05% of the 13F portfolio, value $1,807,826.

    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 7,697 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,732,427.

    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).