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Concurrent Investment Advisors, LLC: EXLS position timeline

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

Concurrent Investment Advisors, LLC held 14,801 EXLS 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 14,801 shares
    Change vs previous 13F -302 shares

    <0.01% of the 13F portfolio, value $382,761.

    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 15,103 shares
    Change vs previous 13F -10,459 shares

    0.01% of the 13F portfolio, value $459,886.

    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 25,562 shares
    Change vs previous 13F +11,175 shares

    0.01% of the 13F portfolio, value $1,084,851.

    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 14,387 shares
    Change vs previous 13F +5,425 shares

    0.01% of the 13F portfolio, value $633,460.

    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 8,962 shares
    Change vs previous 13F +507 shares

    0.01% of the 13F portfolio, value $392,446.

    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 8,455 shares
    Change vs previous 13F +3,459 shares

    0.01% of the 13F portfolio, value $399,161.

    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 4,996 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $221,722.

    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).