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Concurrent Investment Advisors, LLC: DOW position timeline

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

Concurrent Investment Advisors, LLC held 27,632 DOW 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 27,632 shares
    Change vs previous 13F -8,882 shares

    0.01% of the 13F portfolio, value $756,004.

    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 36,514 shares
    Change vs previous 13F -41,566 shares

    0.02% of the 13F portfolio, value $1,520,791.

    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 78,080 shares
    Change vs previous 13F +36,035 shares

    0.02% of the 13F portfolio, value $1,825,497.

    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 42,045 shares
    Change vs previous 13F +3,877 shares

    0.02% of the 13F portfolio, value $964,092.

    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 38,168 shares
    Change vs previous 13F +2,580 shares

    0.02% of the 13F portfolio, value $1,010,688.

    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 35,588 shares
    Change vs previous 13F +16,934 shares

    0.03% of the 13F portfolio, value $1,242,747.

    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 18,654 shares
    Change vs previous 13F -24,679 shares

    0.02% of the 13F portfolio, value $748,576.

    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 43,333 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,367,270.

    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).