Concurrent Investment Advisors, LLC: KIM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on KIM, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 49,206 KIM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 49,206 sharesChange vs previous 13F +1,532 shares
0.01% of the 13F portfolio, value $1,247,361.
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 47,674 sharesChange vs previous 13F +5,080 shares
0.01% of the 13F portfolio, value $1,071,227.
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 42,594 sharesChange vs previous 13F +925 shares
0.01% of the 13F portfolio, value $863,388.
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 41,669 sharesChange vs previous 13F +146 shares
0.02% of the 13F portfolio, value $910,464.
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 41,523 sharesChange vs previous 13F +964 shares
0.02% of the 13F portfolio, value $872,824.
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 40,559 sharesChange vs previous 13F +12,700 shares
0.02% of the 13F portfolio, value $861,464.
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 27,859 sharesChange vs previous 13F -667 shares
0.02% of the 13F portfolio, value $652,741.
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 28,526 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $662,371.
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).