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Concurrent Investment Advisors, LLC: MO position timeline

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

Concurrent Investment Advisors, LLC held 151,975 MO 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 151,975 shares
    Change vs previous 13F +6,630 shares

    0.09% of the 13F portfolio, value $10,934,619.

    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 145,345 shares
    Change vs previous 13F +9,979 shares

    0.1% of the 13F portfolio, value $9,591,263.

    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 135,366 shares
    Change vs previous 13F +15,017 shares

    0.09% of the 13F portfolio, value $7,805,219.

    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 120,349 shares
    Change vs previous 13F -6,757 shares

    0.14% of the 13F portfolio, value $7,950,251.

    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 127,106 shares
    Change vs previous 13F +12,894 shares

    0.14% of the 13F portfolio, value $7,452,247.

    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 114,212 shares
    Change vs previous 13F +27,270 shares

    0.17% of the 13F portfolio, value $6,854,994.

    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 86,942 shares
    Change vs previous 13F +3,036 shares

    0.12% of the 13F portfolio, value $4,546,191.

    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 83,906 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,282,584.

    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).