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Concurrent Investment Advisors, LLC: LUV position timeline

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

Concurrent Investment Advisors, LLC held 51,680 LUV 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 51,680 shares
    Change vs previous 13F +8,904 shares

    0.02% of the 13F portfolio, value $2,657,401.

    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 42,776 shares
    Change vs previous 13F +6,552 shares

    0.02% of the 13F portfolio, value $1,607,094.

    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 36,224 shares
    Change vs previous 13F +1,757 shares

    0.02% of the 13F portfolio, value $1,497,105.

    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 34,467 shares
    Change vs previous 13F +8,213 shares

    0.02% of the 13F portfolio, value $1,099,835.

    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 26,254 shares
    Change vs previous 13F +4,410 shares

    0.02% of the 13F portfolio, value $851,684.

    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 21,844 shares
    Change vs previous 13F +4,052 shares

    0.02% of the 13F portfolio, value $733,525.

    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 17,792 shares
    Change vs previous 13F -1,102 shares

    0.02% of the 13F portfolio, value $598,174.

    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 18,894 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $559,840.

    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).