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Concurrent Investment Advisors, LLC: GM position timeline

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

Concurrent Investment Advisors, LLC held 41,346 GM 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 41,346 shares
    Change vs previous 13F +7,478 shares

    0.03% of the 13F portfolio, value $3,186,974.

    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 33,868 shares
    Change vs previous 13F +1,091 shares

    0.03% of the 13F portfolio, value $2,523,149.

    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 32,777 shares
    Change vs previous 13F +6,749 shares

    0.03% of the 13F portfolio, value $2,665,448.

    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 26,028 shares
    Change vs previous 13F +9,321 shares

    0.03% of the 13F portfolio, value $1,586,906.

    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 16,707 shares
    Change vs previous 13F +3,981 shares

    0.02% of the 13F portfolio, value $822,167.

    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 12,726 shares
    Change vs previous 13F +2,910 shares

    0.01% of the 13F portfolio, value $598,484.

    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 9,816 shares
    Change vs previous 13F -1,795 shares

    0.01% of the 13F portfolio, value $522,875.

    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 11,611 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $520,637.

    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).