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Concurrent Investment Advisors, LLC: LOW position timeline

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

Concurrent Investment Advisors, LLC held 80,707 LOW 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 80,707 shares
    Change vs previous 13F +27,628 shares

    0.15% of the 13F portfolio, value $17,795,012.

    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 53,079 shares
    Change vs previous 13F -1,445 shares

    0.14% of the 13F portfolio, value $12,541,475.

    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 54,524 shares
    Change vs previous 13F +10,052 shares

    0.15% of the 13F portfolio, value $13,148,923.

    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 44,472 shares
    Change vs previous 13F +1,302 shares

    0.19% of the 13F portfolio, value $11,176,305.

    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 43,170 shares
    Change vs previous 13F +1,238 shares

    0.19% of the 13F portfolio, value $9,578,133.

    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 41,932 shares
    Change vs previous 13F +11,611 shares

    0.24% of the 13F portfolio, value $9,779,840.

    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 30,321 shares
    Change vs previous 13F +2,943 shares

    0.2% of the 13F portfolio, value $7,483,298.

    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 27,378 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,415,288.

    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).