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Concurrent Investment Advisors, LLC: DEO position timeline

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

Concurrent Investment Advisors, LLC held 20,635 DEO 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 20,635 shares
    Change vs previous 13F +3,348 shares

    0.01% of the 13F portfolio, value $1,658,600.

    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 17,287 shares
    Change vs previous 13F -7,050 shares

    0.01% of the 13F portfolio, value $1,287,031.

    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 24,337 shares
    Change vs previous 13F +8,305 shares

    0.02% of the 13F portfolio, value $2,099,512.

    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 16,032 shares
    Change vs previous 13F -428 shares

    0.03% of the 13F portfolio, value $1,529,961.

    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 16,460 shares
    Change vs previous 13F +1,885 shares

    0.03% of the 13F portfolio, value $1,659,776.

    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 14,575 shares
    Change vs previous 13F -654 shares

    0.04% of the 13F portfolio, value $1,527,287.

    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 15,229 shares
    Change vs previous 13F +30 shares

    0.05% of the 13F portfolio, value $1,936,057.

    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 15,199 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,132,971.

    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).