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Concurrent Investment Advisors, LLC: MDT position timeline

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

Concurrent Investment Advisors, LLC held 66,494 MDT 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 66,494 shares
    Change vs previous 13F -18,433 shares

    0.06% of the 13F portfolio, value $6,706,531.

    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 84,927 shares
    Change vs previous 13F -18,189 shares

    0.08% of the 13F portfolio, value $7,358,905.

    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 103,116 shares
    Change vs previous 13F +49,894 shares

    0.11% of the 13F portfolio, value $9,905,283.

    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 53,222 shares
    Change vs previous 13F +274 shares

    0.09% of the 13F portfolio, value $5,068,897.

    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 52,948 shares
    Change vs previous 13F +5,408 shares

    0.09% of the 13F portfolio, value $4,615,492.

    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 47,540 shares
    Change vs previous 13F -18,323 shares

    0.1% of the 13F portfolio, value $4,271,907.

    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 65,863 shares
    Change vs previous 13F -173 shares

    0.14% of the 13F portfolio, value $5,261,104.

    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 66,036 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,945,226.

    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).