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Concurrent Investment Advisors, LLC: META position timeline

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

Concurrent Investment Advisors, LLC held 136,631 META 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 136,631 shares
    Change vs previous 13F +8,707 shares

    0.66% of the 13F portfolio, value $76,962,952.

    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 127,924 shares
    Change vs previous 13F -5,754 shares

    0.8% of the 13F portfolio, value $73,189,004.

    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 133,678 shares
    Change vs previous 13F +73,267 shares

    1.01% of the 13F portfolio, value $88,239,463.

    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 60,411 shares
    Change vs previous 13F +903 shares

    0.77% of the 13F portfolio, value $44,364,409.

    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 59,508 shares
    Change vs previous 13F +4,710 shares

    0.85% of the 13F portfolio, value $43,922,123.

    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 54,798 shares
    Change vs previous 13F +7,828 shares

    0.77% of the 13F portfolio, value $31,583,262.

    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 46,970 shares
    Change vs previous 13F +8,032 shares

    0.75% of the 13F portfolio, value $27,501,300.

    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 38,938 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $22,289,688.

    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).