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Concurrent Investment Advisors, LLC: PFE position timeline

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

Concurrent Investment Advisors, LLC held 891,770 PFE 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 891,770 shares
    Change vs previous 13F +421,354 shares

    0.18% of the 13F portfolio, value $21,473,819.

    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 470,416 shares
    Change vs previous 13F +38,696 shares

    0.14% of the 13F portfolio, value $13,209,265.

    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 431,720 shares
    Change vs previous 13F +219,645 shares

    0.12% of the 13F portfolio, value $10,749,828.

    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 212,075 shares
    Change vs previous 13F +11,300 shares

    0.09% of the 13F portfolio, value $5,403,683.

    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 200,775 shares
    Change vs previous 13F +20,663 shares

    0.09% of the 13F portfolio, value $4,866,775.

    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 180,112 shares
    Change vs previous 13F +29,322 shares

    0.11% of the 13F portfolio, value $4,564,034.

    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 150,790 shares
    Change vs previous 13F +27 shares

    0.11% of the 13F portfolio, value $4,000,469.

    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 150,763 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,363,070.

    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).