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Concurrent Investment Advisors, LLC: PLTR position timeline

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

Concurrent Investment Advisors, LLC held 201,740 PLTR 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 201,740 shares
    Change vs previous 13F +3,038 shares

    0.2% of the 13F portfolio, value $23,536,947.

    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 198,702 shares
    Change vs previous 13F +4,334 shares

    0.32% of the 13F portfolio, value $29,066,123.

    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 194,368 shares
    Change vs previous 13F -3,247 shares

    0.4% of the 13F portfolio, value $34,548,951.

    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 197,615 shares
    Change vs previous 13F +11,335 shares

    0.62% of the 13F portfolio, value $36,048,960.

    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 186,280 shares
    Change vs previous 13F +34,899 shares

    0.49% of the 13F portfolio, value $25,393,723.

    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 151,381 shares
    Change vs previous 13F +52,799 shares

    0.31% of the 13F portfolio, value $12,776,529.

    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 98,582 shares
    Change vs previous 13F -2,833 shares

    0.2% of the 13F portfolio, value $7,455,761.

    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 101,415 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,772,620.

    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).