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Disclosery

Concurrent Investment Advisors, LLC: EXEL position timeline

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

Concurrent Investment Advisors, LLC held 22,791 EXEL 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 22,791 shares
    Change vs previous 13F -14,196 shares

    0.01% of the 13F portfolio, value $1,240,047.

    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 36,987 shares
    Change vs previous 13F +5,566 shares

    0.02% of the 13F portfolio, value $1,586,380.

    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 31,421 shares
    Change vs previous 13F +7,512 shares

    0.02% of the 13F portfolio, value $1,377,196.

    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 23,909 shares
    Change vs previous 13F +5,183 shares

    0.02% of the 13F portfolio, value $987,438.

    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 18,726 shares
    Change vs previous 13F +6,344 shares

    0.02% of the 13F portfolio, value $825,369.

    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 12,382 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $457,143.

    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).