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Concurrent Investment Advisors, LLC: ES position timeline

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

Concurrent Investment Advisors, LLC held 108,262 ES 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 108,262 shares
    Change vs previous 13F +26,261 shares

    0.07% of the 13F portfolio, value $7,824,085.

    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 82,001 shares
    Change vs previous 13F +63,076 shares

    0.06% of the 13F portfolio, value $5,681,035.

    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 18,925 shares
    Change vs previous 13F +15,414 shares

    0.01% of the 13F portfolio, value $1,274,254.

    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 3,511 shares
    Change vs previous 13F +207 shares

    <0.01% of the 13F portfolio, value $249,780.

    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 3,304 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $210,227.

    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).