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Concurrent Investment Advisors, LLC: EMR position timeline

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

Concurrent Investment Advisors, LLC held 66,724 EMR 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 66,724 shares
    Change vs previous 13F +11,802 shares

    0.08% of the 13F portfolio, value $9,551,541.

    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 54,922 shares
    Change vs previous 13F +340 shares

    0.08% of the 13F portfolio, value $7,195,886.

    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 54,582 shares
    Change vs previous 13F +4,088 shares

    0.08% of the 13F portfolio, value $7,244,190.

    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 50,494 shares
    Change vs previous 13F +211 shares

    0.11% of the 13F portfolio, value $6,623,781.

    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 50,283 shares
    Change vs previous 13F +154 shares

    0.13% of the 13F portfolio, value $6,704,255.

    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 50,129 shares
    Change vs previous 13F +2,115 shares

    0.13% of the 13F portfolio, value $5,496,171.

    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 48,014 shares
    Change vs previous 13F +6,101 shares

    0.16% of the 13F portfolio, value $5,950,394.

    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 41,913 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,584,029.

    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).