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Concurrent Investment Advisors, LLC: FCX position timeline

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

Concurrent Investment Advisors, LLC held 232,698 FCX 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 232,698 shares
    Change vs previous 13F +50,125 shares

    0.13% of the 13F portfolio, value $14,634,346.

    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 182,573 shares
    Change vs previous 13F +16,556 shares

    0.12% of the 13F portfolio, value $10,731,686.

    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 166,017 shares
    Change vs previous 13F +85,777 shares

    0.1% of the 13F portfolio, value $8,432,003.

    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 80,240 shares
    Change vs previous 13F +32,152 shares

    0.05% of the 13F portfolio, value $3,147,013.

    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 48,088 shares
    Change vs previous 13F +14,033 shares

    0.04% of the 13F portfolio, value $2,084,618.

    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 34,055 shares
    Change vs previous 13F +2,756 shares

    0.03% of the 13F portfolio, value $1,289,311.

    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 31,299 shares
    Change vs previous 13F -6,349 shares

    0.03% of the 13F portfolio, value $1,191,879.

    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 37,648 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,879,391.

    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).