Skip to content
Disclosery

Concurrent Investment Advisors, LLC: PANW position timeline

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

Concurrent Investment Advisors, LLC held 77,696 PANW 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 77,696 shares
    Change vs previous 13F -10,465 shares

    0.23% of the 13F portfolio, value $26,495,968.

    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 88,161 shares
    Change vs previous 13F +10,723 shares

    0.15% of the 13F portfolio, value $14,134,013.

    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 77,438 shares
    Change vs previous 13F +22,910 shares

    0.16% of the 13F portfolio, value $14,264,126.

    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 54,528 shares
    Change vs previous 13F +10,262 shares

    0.19% of the 13F portfolio, value $11,102,942.

    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 44,266 shares
    Change vs previous 13F +7,588 shares

    0.18% of the 13F portfolio, value $9,058,564.

    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 36,678 shares
    Change vs previous 13F +12,276 shares

    0.15% of the 13F portfolio, value $6,258,708.

    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 24,402 shares
    Change vs previous 13F +13,235 shares

    0.12% of the 13F portfolio, value $4,440,129.

    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 11,167 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,816,724.

    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).