Concurrent Investment Advisors, LLC: FTNT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on FTNT, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 21,315 FTNT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 21,315 sharesChange vs previous 13F +3,995 shares
0.03% of the 13F portfolio, value $3,274,450.
13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,320 sharesChange vs previous 13F +3,337 shares
0.02% of the 13F portfolio, value $1,415,431.
13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,983 sharesChange vs previous 13F +1,526 shares
0.01% of the 13F portfolio, value $1,110,373.
13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,457 sharesChange vs previous 13F -700 shares
0.02% of the 13F portfolio, value $1,047,366.
13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,157 sharesChange vs previous 13F +1,688 shares
0.03% of the 13F portfolio, value $1,390,967.
13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,469 sharesChange vs previous 13F +8,799 shares
0.03% of the 13F portfolio, value $1,103,978.
13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,670 sharesChange vs previous 13F -2,045 shares
0.01% of the 13F portfolio, value $252,255.
13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,715 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $365,648.
13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).