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Concurrent Investment Advisors, LLC: PG position timeline

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

Concurrent Investment Advisors, LLC held 186,683 PG 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 186,683 shares
    Change vs previous 13F +7,432 shares

    0.23% of the 13F portfolio, value $27,375,150.

    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 179,251 shares
    Change vs previous 13F +15,964 shares

    0.28% of the 13F portfolio, value $25,890,952.

    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 163,287 shares
    Change vs previous 13F +40,507 shares

    0.27% of the 13F portfolio, value $23,400,716.

    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 122,780 shares
    Change vs previous 13F -2,628 shares

    0.33% of the 13F portfolio, value $18,865,131.

    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 125,408 shares
    Change vs previous 13F +5,406 shares

    0.39% of the 13F portfolio, value $19,980,072.

    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 120,002 shares
    Change vs previous 13F +25,059 shares

    0.5% of the 13F portfolio, value $20,450,626.

    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 94,943 shares
    Change vs previous 13F +834 shares

    0.43% of the 13F portfolio, value $15,917,115.

    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 94,109 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $16,299,732.

    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).