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Concurrent Investment Advisors, LLC: KEYS position timeline

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

Concurrent Investment Advisors, LLC held 23,045 KEYS 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 23,045 shares
    Change vs previous 13F +10,663 shares

    0.07% of the 13F portfolio, value $8,067,520.

    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 12,382 shares
    Change vs previous 13F +128 shares

    0.04% of the 13F portfolio, value $3,496,306.

    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 12,254 shares
    Change vs previous 13F +573 shares

    0.03% of the 13F portfolio, value $2,489,890.

    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 11,681 shares
    Change vs previous 13F -32 shares

    0.04% of the 13F portfolio, value $2,043,241.

    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 11,713 shares
    Change vs previous 13F +1,013 shares

    0.04% of the 13F portfolio, value $1,919,292.

    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 10,700 shares
    Change vs previous 13F +2,260 shares

    0.04% of the 13F portfolio, value $1,602,539.

    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 8,440 shares
    Change vs previous 13F +304 shares

    0.04% of the 13F portfolio, value $1,355,717.

    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 8,136 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,293,054.

    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).