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Concurrent Investment Advisors, LLC: DVN position timeline

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

Concurrent Investment Advisors, LLC held 62,339 DVN 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 62,339 shares
    Change vs previous 13F -54,389 shares

    0.02% of the 13F portfolio, value $2,575,853.

    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 116,728 shares
    Change vs previous 13F -13,863 shares

    0.06% of the 13F portfolio, value $5,873,744.

    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 130,591 shares
    Change vs previous 13F +49,535 shares

    0.05% of the 13F portfolio, value $4,783,539.

    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 81,056 shares
    Change vs previous 13F +15,586 shares

    0.05% of the 13F portfolio, value $2,841,826.

    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 65,470 shares
    Change vs previous 13F -5,442 shares

    0.04% of the 13F portfolio, value $2,082,591.

    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 70,912 shares
    Change vs previous 13F +4,773 shares

    0.06% of the 13F portfolio, value $2,652,102.

    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 66,139 shares
    Change vs previous 13F -6,422 shares

    0.06% of the 13F portfolio, value $2,164,716.

    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 72,561 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,838,580.

    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).