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Concurrent Investment Advisors, LLC: MPC position timeline

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

Concurrent Investment Advisors, LLC held 84,153 MPC 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 84,153 shares
    Change vs previous 13F +4,459 shares

    0.18% of the 13F portfolio, value $21,515,486.

    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 79,694 shares
    Change vs previous 13F +7,002 shares

    0.21% of the 13F portfolio, value $19,459,898.

    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 72,692 shares
    Change vs previous 13F +57,476 shares

    0.14% of the 13F portfolio, value $11,821,886.

    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 15,216 shares
    Change vs previous 13F -476 shares

    0.05% of the 13F portfolio, value $2,932,645.

    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 15,692 shares
    Change vs previous 13F -362 shares

    0.05% of the 13F portfolio, value $2,606,524.

    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 16,054 shares
    Change vs previous 13F -2,192 shares

    0.06% of the 13F portfolio, value $2,338,855.

    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 18,246 shares
    Change vs previous 13F -370 shares

    0.07% of the 13F portfolio, value $2,545,255.

    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 18,616 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,032,729.

    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).