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Concurrent Investment Advisors, LLC: DXJ position timeline

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

Concurrent Investment Advisors, LLC held 3,212 DXJ 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 3,212 shares
    Change vs previous 13F +325 shares

    <0.01% of the 13F portfolio, value $557,311.

    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 2,887 shares
    Change vs previous 13F +1,195 shares

    0.01% of the 13F portfolio, value $457,918.

    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 1,692 shares
    Change vs previous 13F -17,207 shares

    <0.01% of the 13F portfolio, value $244,007.

    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 18,899 shares
    Change vs previous 13F -3,354 shares

    0.04% of the 13F portfolio, value $2,419,672.

    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 22,253 shares
    Change vs previous 13F +9,751 shares

    0.05% of the 13F portfolio, value $2,542,828.

    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 12,502 shares
    Change vs previous 13F +10,628 shares

    0.03% of the 13F portfolio, value $1,377,490.

    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 1,874 shares
    Change vs previous 13F -9,362 shares

    0.01% of the 13F portfolio, value $206,704.

    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 11,236 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,191,016.

    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).