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Concurrent Investment Advisors, LLC: KKR position timeline

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

Concurrent Investment Advisors, LLC held 89,759 KKR 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 89,759 shares
    Change vs previous 13F +53,770 shares

    0.07% of the 13F portfolio, value $8,238,036.

    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 35,989 shares
    Change vs previous 13F +16,261 shares

    0.04% of the 13F portfolio, value $3,328,899.

    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 19,728 shares
    Change vs previous 13F +10,982 shares

    0.03% of the 13F portfolio, value $2,514,941.

    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 8,746 shares
    Change vs previous 13F +2,332 shares

    0.02% of the 13F portfolio, value $1,136,511.

    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 6,414 shares
    Change vs previous 13F -3,675 shares

    0.02% of the 13F portfolio, value $853,312.

    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 10,089 shares
    Change vs previous 13F +3,667 shares

    0.03% of the 13F portfolio, value $1,166,405.

    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 6,422 shares
    Change vs previous 13F -111 shares

    0.03% of the 13F portfolio, value $949,948.

    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 6,533 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $853,029.

    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).