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Concurrent Investment Advisors, LLC: POWL position timeline

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

Concurrent Investment Advisors, LLC held 17,993 POWL 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 17,993 shares
    Change vs previous 13F +15,954 shares

    0.04% of the 13F portfolio, value $5,152,260.

    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 2,039 shares
    Change vs previous 13F -2,014 shares

    0.01% of the 13F portfolio, value $1,103,217.

    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 4,053 shares
    Change vs previous 13F +2,496 shares

    0.01% of the 13F portfolio, value $1,292,071.

    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 1,557 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $474,625.

    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).