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Concurrent Investment Advisors, LLC: OKLO position timeline

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

Concurrent Investment Advisors, LLC held 24,528 OKLO 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 24,528 shares
    Change vs previous 13F +2,447 shares

    0.01% of the 13F portfolio, value $1,283,575.

    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 22,081 shares
    Change vs previous 13F -3,110 shares

    0.01% of the 13F portfolio, value $1,094,975.

    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 25,191 shares
    Change vs previous 13F -8,222 shares

    0.02% of the 13F portfolio, value $1,807,708.

    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 33,413 shares
    Change vs previous 13F -1,159 shares

    0.06% of the 13F portfolio, value $3,729,947.

    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 34,572 shares
    Change vs previous 13F -710 shares

    0.04% of the 13F portfolio, value $1,935,686.

    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 35,282 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $763,150.

    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).