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Concurrent Investment Advisors, LLC: JNK position timeline

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

Concurrent Investment Advisors, LLC held 8,454 JNK 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 8,454 shares
    Change vs previous 13F +191 shares

    0.01% of the 13F portfolio, value $814,718.

    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 8,263 shares
    Change vs previous 13F +880 shares

    0.01% of the 13F portfolio, value $790,939.

    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 7,383 shares
    Change vs previous 13F -8,471 shares

    0.01% of the 13F portfolio, value $717,683.

    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 15,854 shares
    Change vs previous 13F -3,274 shares

    0.03% of the 13F portfolio, value $1,553,488.

    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 19,128 shares
    Change vs previous 13F -189 shares

    0.04% of the 13F portfolio, value $1,860,533.

    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 19,317 shares
    Change vs previous 13F +3,382 shares

    0.04% of the 13F portfolio, value $1,840,884.

    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 15,935 shares
    Change vs previous 13F +2,337 shares

    0.04% of the 13F portfolio, value $1,521,351.

    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 13,598 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,329,784.

    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).