Skip to content
Disclosery

Concurrent Investment Advisors, LLC: CSCO position timeline

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

Concurrent Investment Advisors, LLC held 462,806 CSCO 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 462,806 shares
    Change vs previous 13F +93,890 shares

    0.46% of the 13F portfolio, value $54,361,147.

    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 368,916 shares
    Change vs previous 13F +8,292 shares

    0.31% of the 13F portfolio, value $28,624,236.

    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 360,624 shares
    Change vs previous 13F +141,984 shares

    0.32% of the 13F portfolio, value $27,778,841.

    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 218,640 shares
    Change vs previous 13F +4,149 shares

    0.26% of the 13F portfolio, value $14,959,328.

    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 214,491 shares
    Change vs previous 13F +16,430 shares

    0.29% of the 13F portfolio, value $14,881,389.

    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 198,061 shares
    Change vs previous 13F -1,325 shares

    0.3% of the 13F portfolio, value $12,222,320.

    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 199,386 shares
    Change vs previous 13F -31,213 shares

    0.32% of the 13F portfolio, value $11,803,622.

    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 230,599 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $12,272,500.

    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).