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Concurrent Investment Advisors, LLC: GOOG position timeline

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

Concurrent Investment Advisors, LLC held 283,891 GOOG 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 283,891 shares
    Change vs previous 13F +21,737 shares

    0.86% of the 13F portfolio, value $100,307,421.

    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 262,154 shares
    Change vs previous 13F -16,041 shares

    0.82% of the 13F portfolio, value $75,201,379.

    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 278,195 shares
    Change vs previous 13F +134,781 shares

    1% of the 13F portfolio, value $87,297,807.

    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 143,414 shares
    Change vs previous 13F +3,094 shares

    0.6% of the 13F portfolio, value $34,928,406.

    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 140,320 shares
    Change vs previous 13F +8,116 shares

    0.48% of the 13F portfolio, value $24,891,442.

    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 132,204 shares
    Change vs previous 13F +25,191 shares

    0.5% of the 13F portfolio, value $20,654,197.

    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 107,013 shares
    Change vs previous 13F +245 shares

    0.55% of the 13F portfolio, value $20,379,569.

    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 106,768 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $17,850,526.

    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).