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Concurrent Investment Advisors, LLC: CTAS position timeline

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

Concurrent Investment Advisors, LLC held 14,322 CTAS 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 14,322 shares
    Change vs previous 13F -866 shares

    0.02% of the 13F portfolio, value $2,435,981.

    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 15,188 shares
    Change vs previous 13F +862 shares

    0.03% of the 13F portfolio, value $2,569,002.

    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 14,326 shares
    Change vs previous 13F +3,633 shares

    0.03% of the 13F portfolio, value $2,694,288.

    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 10,693 shares
    Change vs previous 13F -5,498 shares

    0.04% of the 13F portfolio, value $2,194,794.

    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 16,191 shares
    Change vs previous 13F +2,994 shares

    0.07% of the 13F portfolio, value $3,608,426.

    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 13,197 shares
    Change vs previous 13F +2,429 shares

    0.07% of the 13F portfolio, value $2,712,402.

    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 10,768 shares
    Change vs previous 13F +4,274 shares

    0.05% of the 13F portfolio, value $1,967,362.

    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 6,494 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,336,902.

    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).