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Concurrent Investment Advisors, LLC: MU position timeline

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

Concurrent Investment Advisors, LLC held 91,350 MU 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 91,350 shares
    Change vs previous 13F -27,548 shares

    0.9% of the 13F portfolio, value $105,444,353.

    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 118,898 shares
    Change vs previous 13F -34,028 shares

    0.44% of the 13F portfolio, value $40,168,286.

    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 152,926 shares
    Change vs previous 13F +131,179 shares

    0.5% of the 13F portfolio, value $43,646,786.

    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 21,747 shares
    Change vs previous 13F +3,779 shares

    0.06% of the 13F portfolio, value $3,638,704.

    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 17,968 shares
    Change vs previous 13F +5,077 shares

    0.04% of the 13F portfolio, value $2,214,606.

    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 12,891 shares
    Change vs previous 13F +5,018 shares

    0.03% of the 13F portfolio, value $1,120,056.

    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 7,873 shares
    Change vs previous 13F +1,542 shares

    0.02% of the 13F portfolio, value $662,570.

    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 6,331 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $656,600.

    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).