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Concurrent Investment Advisors, LLC: GOOGL position timeline

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

Concurrent Investment Advisors, LLC held 437,581 GOOGL 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 437,581 shares
    Change vs previous 13F +59,890 shares

    1.34% of the 13F portfolio, value $156,378,256.

    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 377,691 shares
    Change vs previous 13F -6,366 shares

    1.19% of the 13F portfolio, value $108,608,937.

    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 384,057 shares
    Change vs previous 13F +151,062 shares

    1.38% of the 13F portfolio, value $120,209,933.

    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 232,995 shares
    Change vs previous 13F +6,312 shares

    0.98% of the 13F portfolio, value $56,641,143.

    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 226,683 shares
    Change vs previous 13F +17,072 shares

    0.77% of the 13F portfolio, value $39,948,264.

    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 209,611 shares
    Change vs previous 13F +35,141 shares

    0.79% of the 13F portfolio, value $32,414,216.

    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 174,470 shares
    Change vs previous 13F +6,821 shares

    0.89% of the 13F portfolio, value $33,027,136.

    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 167,649 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $27,804,572.

    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).