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Concurrent Investment Advisors, LLC: LRCX position timeline

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

Concurrent Investment Advisors, LLC held 98,862 LRCX 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 98,862 shares
    Change vs previous 13F +16,661 shares

    0.37% of the 13F portfolio, value $42,839,765.

    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 82,201 shares
    Change vs previous 13F +4,466 shares

    0.19% of the 13F portfolio, value $17,562,996.

    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 77,735 shares
    Change vs previous 13F +62,062 shares

    0.15% of the 13F portfolio, value $13,306,812.

    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 15,673 shares
    Change vs previous 13F -417 shares

    0.04% of the 13F portfolio, value $2,098,634.

    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 16,090 shares
    Change vs previous 13F +361 shares

    0.03% of the 13F portfolio, value $1,566,239.

    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 15,729 shares
    Change vs previous 13F +5,448 shares

    0.03% of the 13F portfolio, value $1,143,529.

    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 10,281 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $742,594.

    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).