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Concurrent Investment Advisors, LLC: PTLC position timeline

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

Concurrent Investment Advisors, LLC held 89,661 PTLC 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 89,661 shares
    Change vs previous 13F -27,814 shares

    0.04% of the 13F portfolio, value $5,223,676.

    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 117,475 shares
    Change vs previous 13F -15,482 shares

    0.07% of the 13F portfolio, value $6,162,715.

    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 132,957 shares
    Change vs previous 13F +4,922 shares

    0.08% of the 13F portfolio, value $7,389,723.

    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 128,035 shares
    Change vs previous 13F -5,342 shares

    0.12% of the 13F portfolio, value $7,011,214.

    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 133,377 shares
    Change vs previous 13F +65,438 shares

    0.13% of the 13F portfolio, value $6,770,233.

    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 67,939 shares
    Change vs previous 13F +19,807 shares

    0.09% of the 13F portfolio, value $3,495,478.

    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 48,132 shares
    Change vs previous 13F +1,756 shares

    0.07% of the 13F portfolio, value $2,572,194.

    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 46,376 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,437,073.

    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).