Skip to content
Disclosery

Concurrent Investment Advisors, LLC: DIS position timeline

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

Concurrent Investment Advisors, LLC held 88,460 DIS 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 88,460 shares
    Change vs previous 13F +3,209 shares

    0.07% of the 13F portfolio, value $8,514,304.

    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 85,251 shares
    Change vs previous 13F -26,937 shares

    0.09% of the 13F portfolio, value $8,216,413.

    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 112,188 shares
    Change vs previous 13F +42,924 shares

    0.15% of the 13F portfolio, value $12,763,695.

    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 69,264 shares
    Change vs previous 13F -3,443 shares

    0.14% of the 13F portfolio, value $7,930,718.

    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 72,707 shares
    Change vs previous 13F +2,982 shares

    0.17% of the 13F portfolio, value $9,016,446.

    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 69,725 shares
    Change vs previous 13F +5,767 shares

    0.17% of the 13F portfolio, value $6,881,887.

    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 63,958 shares
    Change vs previous 13F -2,786 shares

    0.19% of the 13F portfolio, value $7,121,694.

    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 66,744 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,420,084.

    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).