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Concurrent Investment Advisors, LLC: DLN position timeline

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

Concurrent Investment Advisors, LLC held 117,671 DLN 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 117,671 shares
    Change vs previous 13F +6,721 shares

    0.1% of the 13F portfolio, value $11,334,122.

    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 110,950 shares
    Change vs previous 13F +41,526 shares

    0.11% of the 13F portfolio, value $9,911,207.

    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 69,424 shares
    Change vs previous 13F +12,458 shares

    0.07% of the 13F portfolio, value $6,114,892.

    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 56,966 shares
    Change vs previous 13F -2,901 shares

    0.09% of the 13F portfolio, value $4,957,784.

    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 59,867 shares
    Change vs previous 13F -8,849 shares

    0.1% of the 13F portfolio, value $4,917,492.

    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 68,716 shares
    Change vs previous 13F +64,805 shares

    0.13% of the 13F portfolio, value $5,453,949.

    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 3,911 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $304,222.

    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).