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Disclosery

Concurrent Investment Advisors, LLC: LW position timeline

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

Concurrent Investment Advisors, LLC held 6,262 LW 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 6,262 shares
    Change vs previous 13F -1,267 shares

    <0.01% of the 13F portfolio, value $270,373.

    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 7,529 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $318,162.

    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 7,549 shares
    Change vs previous 13F +2,341 shares

    <0.01% of the 13F portfolio, value $316,224.

    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 5,208 shares
    Change vs previous 13F -824 shares

    0.01% of the 13F portfolio, value $302,456.

    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 6,032 shares
    Change vs previous 13F +48 shares

    0.01% of the 13F portfolio, value $312,735.

    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 5,984 shares
    Change vs previous 13F +230 shares

    0.01% of the 13F portfolio, value $318,952.

    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 5,754 shares
    Change vs previous 13F -369 shares

    0.01% of the 13F portfolio, value $384,513.

    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 6,123 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $396,387.

    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).