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Concurrent Investment Advisors, LLC: MNST position timeline

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

Concurrent Investment Advisors, LLC held 30,458 MNST 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 30,458 shares
    Change vs previous 13F +1,369 shares

    0.03% of the 13F portfolio, value $2,927,618.

    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 29,089 shares
    Change vs previous 13F -5,763 shares

    0.02% of the 13F portfolio, value $2,107,823.

    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 34,852 shares
    Change vs previous 13F +13,568 shares

    0.03% of the 13F portfolio, value $2,672,053.

    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 21,284 shares
    Change vs previous 13F +200 shares

    0.02% of the 13F portfolio, value $1,432,592.

    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 21,084 shares
    Change vs previous 13F +1,306 shares

    0.03% of the 13F portfolio, value $1,320,712.

    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 19,778 shares
    Change vs previous 13F +206 shares

    0.03% of the 13F portfolio, value $1,157,418.

    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 19,572 shares
    Change vs previous 13F +868 shares

    0.03% of the 13F portfolio, value $1,028,678.

    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 18,704 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $975,762.

    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).