Concurrent Investment Advisors, LLC: MGM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on MGM, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 11,628 MGM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 11,628 sharesChange vs previous 13F -17 shares
<0.01% of the 13F portfolio, value $555,927.
13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,645 sharesChange vs previous 13F +2,716 shares
<0.01% of the 13F portfolio, value $430,990.
13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,929 sharesChange vs previous 13F +1,937 shares
<0.01% of the 13F portfolio, value $325,827.
13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,992 sharesChange vs previous 13F -983 shares
<0.01% of the 13F portfolio, value $242,350.
13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,975 sharesChange vs previous 13F +315 shares
0.01% of the 13F portfolio, value $274,268.
13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,660 sharesChange vs previous 13F -1,178 shares
0.01% of the 13F portfolio, value $227,036.
13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,838 sharesChange vs previous 13F +119 shares
0.01% of the 13F portfolio, value $306,234.
13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,719 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $340,827.
13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).