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Concurrent Investment Advisors, LLC: NVDA position timeline

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

Concurrent Investment Advisors, LLC held 1,463,389 NVDA 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 1,463,389 shares
    Change vs previous 13F +94,650 shares

    2.5% of the 13F portfolio, value $292,809,653.

    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 1,368,739 shares
    Change vs previous 13F -8,552 shares

    2.61% of the 13F portfolio, value $238,708,204.

    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 1,377,291 shares
    Change vs previous 13F +610,038 shares

    2.94% of the 13F portfolio, value $256,864,864.

    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 767,253 shares
    Change vs previous 13F +54,236 shares

    2.47% of the 13F portfolio, value $143,153,989.

    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 713,017 shares
    Change vs previous 13F +47,593 shares

    2.19% of the 13F portfolio, value $112,649,608.

    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 665,424 shares
    Change vs previous 13F +61,883 shares

    1.76% of the 13F portfolio, value $72,118,664.

    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 603,541 shares
    Change vs previous 13F +32,689 shares

    2.2% of the 13F portfolio, value $81,049,540.

    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 570,852 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $69,324,295.

    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).