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Concurrent Investment Advisors, LLC: JLL position timeline

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

Concurrent Investment Advisors, LLC held 30,083 JLL 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 30,083 shares
    Change vs previous 13F +71 shares

    0.08% of the 13F portfolio, value $9,324,094.

    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 30,012 shares
    Change vs previous 13F -15,226 shares

    0.1% of the 13F portfolio, value $9,133,121.

    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 45,238 shares
    Change vs previous 13F +18,912 shares

    0.17% of the 13F portfolio, value $15,221,202.

    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 26,326 shares
    Change vs previous 13F -706 shares

    0.14% of the 13F portfolio, value $7,852,507.

    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 27,032 shares
    Change vs previous 13F +1,368 shares

    0.13% of the 13F portfolio, value $6,914,234.

    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 25,664 shares
    Change vs previous 13F +204 shares

    0.15% of the 13F portfolio, value $6,362,352.

    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 25,460 shares
    Change vs previous 13F -3,277 shares

    0.17% of the 13F portfolio, value $6,444,934.

    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 28,737 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,753,519.

    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).