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Concurrent Investment Advisors, LLC: MKC position timeline

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

Concurrent Investment Advisors, LLC held 12,418 MKC 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 12,418 shares
    Change vs previous 13F -2,313 shares

    0.01% of the 13F portfolio, value $626,107.

    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 14,731 shares
    Change vs previous 13F +4,965 shares

    0.01% of the 13F portfolio, value $743,028.

    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 9,766 shares
    Change vs previous 13F +2,295 shares

    0.01% of the 13F portfolio, value $665,180.

    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 7,471 shares
    Change vs previous 13F -2,183 shares

    0.01% of the 13F portfolio, value $499,916.

    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 9,654 shares
    Change vs previous 13F +2,595 shares

    0.01% of the 13F portfolio, value $731,998.

    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 7,059 shares
    Change vs previous 13F +1,148 shares

    0.01% of the 13F portfolio, value $580,997.

    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 5,911 shares
    Change vs previous 13F +1,015 shares

    0.01% of the 13F portfolio, value $450,674.

    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 4,896 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $402,961.

    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).