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Concurrent Investment Advisors, LLC: LEN position timeline

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

Concurrent Investment Advisors, LLC held 89,178 LEN 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 89,178 shares
    Change vs previous 13F +38,822 shares

    0.07% of the 13F portfolio, value $8,069,697.

    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 50,356 shares
    Change vs previous 13F +12,972 shares

    0.05% of the 13F portfolio, value $4,372,880.

    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 37,384 shares
    Change vs previous 13F +26,682 shares

    0.04% of the 13F portfolio, value $3,843,079.

    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 10,702 shares
    Change vs previous 13F +4,548 shares

    0.02% of the 13F portfolio, value $1,348,860.

    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 6,154 shares
    Change vs previous 13F +823 shares

    0.01% of the 13F portfolio, value $680,663.

    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 5,331 shares
    Change vs previous 13F +653 shares

    0.01% of the 13F portfolio, value $611,867.

    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 4,678 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $637,988.

    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 4,685 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $878,395.

    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).