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Concurrent Investment Advisors, LLC: CRWD position timeline

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

Concurrent Investment Advisors, LLC held 36,534 CRWD 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 36,534 shares
    Change vs previous 13F +1,880 shares

    0.24% of the 13F portfolio, value $27,880,259.

    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 34,654 shares
    Change vs previous 13F +2,344 shares

    0.15% of the 13F portfolio, value $13,529,453.

    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 32,310 shares
    Change vs previous 13F +17,115 shares

    0.17% of the 13F portfolio, value $15,145,483.

    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 15,195 shares
    Change vs previous 13F -693 shares

    0.13% of the 13F portfolio, value $7,451,469.

    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 15,888 shares
    Change vs previous 13F +8,731 shares

    0.16% of the 13F portfolio, value $8,091,820.

    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 7,157 shares
    Change vs previous 13F +421 shares

    0.06% of the 13F portfolio, value $2,523,687.

    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 6,736 shares
    Change vs previous 13F +916 shares

    0.06% of the 13F portfolio, value $2,304,650.

    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 5,820 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,632,295.

    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).