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Concurrent Investment Advisors, LLC: INTC position timeline

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

Concurrent Investment Advisors, LLC held 116,278 INTC 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 116,278 shares
    Change vs previous 13F -25,993 shares

    0.14% of the 13F portfolio, value $16,235,943.

    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 142,271 shares
    Change vs previous 13F -69,968 shares

    0.07% of the 13F portfolio, value $6,278,443.

    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 212,239 shares
    Change vs previous 13F +126,992 shares

    0.09% of the 13F portfolio, value $7,831,624.

    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 85,247 shares
    Change vs previous 13F -21,565 shares

    0.05% of the 13F portfolio, value $2,860,026.

    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 106,812 shares
    Change vs previous 13F +7,437 shares

    0.05% of the 13F portfolio, value $2,392,595.

    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 99,375 shares
    Change vs previous 13F +23,965 shares

    0.05% of the 13F portfolio, value $2,256,800.

    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 75,410 shares
    Change vs previous 13F -5,866 shares

    0.04% of the 13F portfolio, value $1,511,979.

    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 81,276 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,906,731.

    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).