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Concurrent Investment Advisors, LLC: IONQ position timeline

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

Concurrent Investment Advisors, LLC held 63,474 IONQ 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 63,474 shares
    Change vs previous 13F +20,587 shares

    0.03% of the 13F portfolio, value $3,380,631.

    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 42,887 shares
    Change vs previous 13F +5,881 shares

    0.01% of the 13F portfolio, value $1,236,444.

    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 37,006 shares
    Change vs previous 13F +15,701 shares

    0.02% of the 13F portfolio, value $1,660,458.

    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 21,305 shares
    Change vs previous 13F +11,853 shares

    0.02% of the 13F portfolio, value $1,310,255.

    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 9,452 shares
    Change vs previous 13F -1,353 shares

    0.01% of the 13F portfolio, value $406,142.

    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 10,805 shares
    Change vs previous 13F +1,319 shares

    0.01% of the 13F portfolio, value $238,462.

    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 9,486 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $396,241.

    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).