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Concurrent Investment Advisors, LLC: MMM position timeline

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

Concurrent Investment Advisors, LLC held 34,982 MMM 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 34,982 shares
    Change vs previous 13F -766 shares

    0.05% of the 13F portfolio, value $5,663,895.

    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 35,748 shares
    Change vs previous 13F +789 shares

    0.06% of the 13F portfolio, value $5,191,726.

    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 34,959 shares
    Change vs previous 13F +9,114 shares

    0.06% of the 13F portfolio, value $5,596,902.

    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 25,845 shares
    Change vs previous 13F -2,907 shares

    0.07% of the 13F portfolio, value $4,010,674.

    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 28,752 shares
    Change vs previous 13F -726 shares

    0.08% of the 13F portfolio, value $4,377,209.

    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 29,478 shares
    Change vs previous 13F -17,370 shares

    0.11% of the 13F portfolio, value $4,329,116.

    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 46,848 shares
    Change vs previous 13F +17,045 shares

    0.16% of the 13F portfolio, value $6,047,558.

    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 29,803 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,074,043.

    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).