Concurrent Investment Advisors, LLC: KR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on KR, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 14,651 KR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 14,651 sharesChange vs previous 13F -361 shares
0.01% of the 13F portfolio, value $813,586.
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 15,012 sharesChange vs previous 13F -2,712 shares
0.01% of the 13F portfolio, value $1,086,254.
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 17,724 sharesChange vs previous 13F +8,398 shares
0.01% of the 13F portfolio, value $1,107,419.
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 9,326 sharesChange vs previous 13F -1,077 shares
0.01% of the 13F portfolio, value $628,639.
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 10,403 sharesChange vs previous 13F -1,317 shares
0.01% of the 13F portfolio, value $746,230.
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 11,720 sharesChange vs previous 13F +1,433 shares
0.02% of the 13F portfolio, value $793,342.
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 10,287 sharesChange vs previous 13F +505 shares
0.02% of the 13F portfolio, value $629,020.
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 9,782 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $560,532.
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).