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Concurrent Investment Advisors, LLC: PTON position timeline

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

Concurrent Investment Advisors, LLC held 287,168 PTON 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 287,168 shares
    Change vs previous 13F +57,619 shares

    0.01% of the 13F portfolio, value $1,697,163.

    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 229,549 shares
    Change vs previous 13F +167,750 shares

    0.01% of the 13F portfolio, value $984,765.

    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 61,799 shares
    Change vs previous 13F -12,500 shares

    <0.01% of the 13F portfolio, value $380,682.

    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 74,299 shares
    Change vs previous 13F +10,372 shares

    0.01% of the 13F portfolio, value $668,691.

    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 63,927 shares
    Change vs previous 13F -16,700 shares

    0.01% of the 13F portfolio, value $443,653.

    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 80,627 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $509,563.

    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).