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Concurrent Investment Advisors, LLC: OWL position timeline

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

Concurrent Investment Advisors, LLC held 374,828 OWL 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 374,828 shares
    Change vs previous 13F +99,350 shares

    0.03% of the 13F portfolio, value $3,279,751.

    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 275,478 shares
    Change vs previous 13F +167,015 shares

    0.03% of the 13F portfolio, value $2,515,114.

    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 108,463 shares
    Change vs previous 13F -596 shares

    0.02% of the 13F portfolio, value $1,620,434.

    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 109,059 shares
    Change vs previous 13F +10,052 shares

    0.03% of the 13F portfolio, value $1,846,372.

    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 99,007 shares
    Change vs previous 13F +42,102 shares

    0.04% of the 13F portfolio, value $1,901,933.

    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 56,905 shares
    Change vs previous 13F +11,630 shares

    0.03% of the 13F portfolio, value $1,140,370.

    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 45,275 shares
    Change vs previous 13F -6,412 shares

    0.03% of the 13F portfolio, value $1,053,088.

    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 51,687 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,000,666.

    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).