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Concurrent Investment Advisors, LLC: NOW position timeline

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

Concurrent Investment Advisors, LLC held 124,336 NOW 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 124,336 shares
    Change vs previous 13F +43,364 shares

    0.11% of the 13F portfolio, value $12,344,102.

    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 80,972 shares
    Change vs previous 13F +29,614 shares

    0.09% of the 13F portfolio, value $8,465,586.

    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 51,358 shares
    Change vs previous 13F +46,923 shares

    0.09% of the 13F portfolio, value $7,867,607.

    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 4,435 shares
    Change vs previous 13F +229 shares

    0.07% of the 13F portfolio, value $4,081,134.

    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 4,206 shares
    Change vs previous 13F +399 shares

    0.08% of the 13F portfolio, value $4,324,455.

    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 3,807 shares
    Change vs previous 13F +845 shares

    0.07% of the 13F portfolio, value $3,030,810.

    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 2,962 shares
    Change vs previous 13F +328 shares

    0.09% of the 13F portfolio, value $3,139,925.

    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 2,634 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,356,017.

    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).