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Concurrent Investment Advisors, LLC: KNG position timeline

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

Concurrent Investment Advisors, LLC held 79,331 KNG 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 79,331 shares
    Change vs previous 13F +1,240 shares

    0.03% of the 13F portfolio, value $4,006,223.

    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 78,091 shares
    Change vs previous 13F -6,418 shares

    0.04% of the 13F portfolio, value $3,803,825.

    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 84,509 shares
    Change vs previous 13F +20,192 shares

    0.05% of the 13F portfolio, value $4,153,611.

    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 64,317 shares
    Change vs previous 13F +2,986 shares

    0.05% of the 13F portfolio, value $3,171,476.

    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 61,331 shares
    Change vs previous 13F +5,871 shares

    0.06% of the 13F portfolio, value $3,011,362.

    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 55,460 shares
    Change vs previous 13F +9,749 shares

    0.07% of the 13F portfolio, value $2,801,818.

    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 45,711 shares
    Change vs previous 13F +674 shares

    0.06% of the 13F portfolio, value $2,295,152.

    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 45,037 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,453,624.

    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).