Concurrent Investment Advisors, LLC: LIN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on LIN, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 14,979 LIN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 14,979 sharesChange vs previous 13F +3,392 shares
0.07% of the 13F portfolio, value $7,773,110.
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 11,587 sharesChange vs previous 13F +388 shares
0.06% of the 13F portfolio, value $5,744,226.
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 11,199 sharesChange vs previous 13F +1,271 shares
0.05% of the 13F portfolio, value $4,774,793.
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 9,928 sharesChange vs previous 13F -73 shares
0.08% of the 13F portfolio, value $4,715,768.
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 10,001 sharesChange vs previous 13F +1,140 shares
0.09% of the 13F portfolio, value $4,692,055.
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 8,861 sharesChange vs previous 13F +3,610 shares
0.1% of the 13F portfolio, value $4,126,041.
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 5,251 sharesChange vs previous 13F -331 shares
0.06% of the 13F portfolio, value $2,198,550.
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 5,582 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $2,661,606.
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).