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Concurrent Investment Advisors, LLC: MOAT position timeline

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

Concurrent Investment Advisors, LLC held 74,490 MOAT 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 74,490 shares
    Change vs previous 13F -191,135 shares

    0.07% of the 13F portfolio, value $7,744,020.

    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 265,625 shares
    Change vs previous 13F +10,782 shares

    0.28% of the 13F portfolio, value $25,685,929.

    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 254,843 shares
    Change vs previous 13F +3,957 shares

    0.3% of the 13F portfolio, value $26,391,546.

    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 250,886 shares
    Change vs previous 13F +3,129 shares

    0.43% of the 13F portfolio, value $24,865,314.

    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 247,757 shares
    Change vs previous 13F +210,268 shares

    0.45% of the 13F portfolio, value $23,237,118.

    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 37,489 shares
    Change vs previous 13F +5,685 shares

    0.08% of the 13F portfolio, value $3,299,001.

    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 31,804 shares
    Change vs previous 13F +8,127 shares

    0.08% of the 13F portfolio, value $2,949,057.

    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 23,677 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,295,519.

    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).