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Concurrent Investment Advisors, LLC: NDAQ position timeline

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

Concurrent Investment Advisors, LLC held 29,094 NDAQ 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 29,094 shares
    Change vs previous 13F -2,242 shares

    0.02% of the 13F portfolio, value $2,293,183.

    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 31,336 shares
    Change vs previous 13F +1,340 shares

    0.03% of the 13F portfolio, value $2,660,048.

    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 29,996 shares
    Change vs previous 13F +1,271 shares

    0.03% of the 13F portfolio, value $2,913,454.

    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 28,725 shares
    Change vs previous 13F -277 shares

    0.04% of the 13F portfolio, value $2,540,732.

    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 29,002 shares
    Change vs previous 13F +10,771 shares

    0.05% of the 13F portfolio, value $2,593,316.

    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 18,231 shares
    Change vs previous 13F +6,708 shares

    0.03% of the 13F portfolio, value $1,383,036.

    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 11,523 shares
    Change vs previous 13F +29 shares

    0.02% of the 13F portfolio, value $890,851.

    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 11,494 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $839,202.

    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).