Skip to content
Disclosery

Concurrent Investment Advisors, LLC: DJUN position timeline

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

Concurrent Investment Advisors, LLC held 9,544 DJUN 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 9,544 shares
    Change vs previous 13F -16,107 shares

    <0.01% of the 13F portfolio, value $470,329.

    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 25,651 shares
    Change vs previous 13F -39,123 shares

    0.01% of the 13F portfolio, value $1,206,590.

    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 64,774 shares
    Change vs previous 13F +3,756 shares

    0.04% of the 13F portfolio, value $3,066,504.

    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 61,018 shares
    Change vs previous 13F -27,297 shares

    0.05% of the 13F portfolio, value $2,837,398.

    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 88,315 shares
    Change vs previous 13F -12,838 shares

    0.08% of the 13F portfolio, value $3,976,104.

    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 101,153 shares
    Change vs previous 13F +2,891 shares

    0.1% of the 13F portfolio, value $4,246,789.

    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 98,262 shares
    Change vs previous 13F +6,338 shares

    0.12% of the 13F portfolio, value $4,252,781.

    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 91,924 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,911,992.

    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).