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Concurrent Investment Advisors, LLC: NSC position timeline

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

Concurrent Investment Advisors, LLC held 25,468 NSC 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 25,468 shares
    Change vs previous 13F +1,248 shares

    0.07% of the 13F portfolio, value $8,012,146.

    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 24,220 shares
    Change vs previous 13F +10,128 shares

    0.08% of the 13F portfolio, value $6,951,119.

    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 14,092 shares
    Change vs previous 13F +1,807 shares

    0.05% of the 13F portfolio, value $4,068,730.

    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 12,285 shares
    Change vs previous 13F -69 shares

    0.06% of the 13F portfolio, value $3,690,452.

    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 12,354 shares
    Change vs previous 13F +453 shares

    0.06% of the 13F portfolio, value $3,162,232.

    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 11,901 shares
    Change vs previous 13F +972 shares

    0.07% of the 13F portfolio, value $2,818,790.

    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 10,929 shares
    Change vs previous 13F +194 shares

    0.07% of the 13F portfolio, value $2,564,989.

    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 10,735 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,667,705.

    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).