Skip to content
Disclosery

Concurrent Investment Advisors, LLC: DON position timeline

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

Concurrent Investment Advisors, LLC held 9,267 DON 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 9,267 shares
    Change vs previous 13F -1,082 shares

    <0.01% of the 13F portfolio, value $523,761.

    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 10,349 shares
    Change vs previous 13F -27,194 shares

    0.01% of the 13F portfolio, value $543,743.

    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 37,543 shares
    Change vs previous 13F +5,542 shares

    0.02% of the 13F portfolio, value $1,937,196.

    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 32,001 shares
    Change vs previous 13F +1,200 shares

    0.03% of the 13F portfolio, value $1,673,638.

    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 30,801 shares
    Change vs previous 13F +562 shares

    0.03% of the 13F portfolio, value $1,543,769.

    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 30,239 shares
    Change vs previous 13F +23,604 shares

    0.04% of the 13F portfolio, value $1,497,451.

    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 6,635 shares
    Change vs previous 13F +1,311 shares

    0.01% of the 13F portfolio, value $338,201.

    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 5,324 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $272,225.

    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).