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Concurrent Investment Advisors, LLC: LNC position timeline

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

Concurrent Investment Advisors, LLC held 28,830 LNC 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 28,830 shares
    Change vs previous 13F +3,573 shares

    0.01% of the 13F portfolio, value $1,019,145.

    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 25,257 shares
    Change vs previous 13F -1,998 shares

    0.01% of the 13F portfolio, value $896,617.

    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 27,255 shares
    Change vs previous 13F +8,682 shares

    0.01% of the 13F portfolio, value $1,213,660.

    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 18,573 shares
    Change vs previous 13F +484 shares

    0.01% of the 13F portfolio, value $749,057.

    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 18,089 shares
    Change vs previous 13F +5,085 shares

    0.01% of the 13F portfolio, value $625,880.

    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 13,004 shares
    Change vs previous 13F -193 shares

    0.01% of the 13F portfolio, value $466,984.

    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 13,197 shares
    Change vs previous 13F -858 shares

    0.01% of the 13F portfolio, value $418,469.

    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 14,055 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $442,883.

    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).