Concurrent Investment Advisors, LLC: JPC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on JPC, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 51,605 JPC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 51,605 sharesChange vs previous 13F +1,925 shares
<0.01% of the 13F portfolio, value $406,651.
13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 49,680 sharesChange vs previous 13F -15 shares
<0.01% of the 13F portfolio, value $374,590.
13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 49,695 sharesChange vs previous 13F +479 shares
<0.01% of the 13F portfolio, value $403,027.
13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 49,216 sharesChange vs previous 13F +14,685 shares
0.01% of the 13F portfolio, value $403,569.
13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 34,531 sharesChange vs previous 13F +1,941 shares
0.01% of the 13F portfolio, value $276,935.
13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,590 sharesChange vs previous 13F +5,089 shares
0.01% of the 13F portfolio, value $259,416.
13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,501 sharesChange vs previous 13F +1,248 shares
0.01% of the 13F portfolio, value $216,160.
13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,253 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $211,864.
13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).