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Concurrent Investment Advisors, LLC: QQQ position timeline

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

Concurrent Investment Advisors, LLC held 203,613 QQQ 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 203,613 shares
    Change vs previous 13F +62,162 shares

    1.28% of the 13F portfolio, value $149,940,893.

    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 141,451 shares
    Change vs previous 13F -48,304 shares

    0.89% of the 13F portfolio, value $81,642,608.

    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 189,755 shares
    Change vs previous 13F +34,363 shares

    1.33% of the 13F portfolio, value $116,568,387.

    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 155,392 shares
    Change vs previous 13F -962 shares

    1.61% of the 13F portfolio, value $93,292,732.

    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 156,354 shares
    Change vs previous 13F +36,307 shares

    1.67% of the 13F portfolio, value $86,250,168.

    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 120,047 shares
    Change vs previous 13F -13,044 shares

    1.37% of the 13F portfolio, value $56,292,517.

    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 133,091 shares
    Change vs previous 13F +16,478 shares

    1.84% of the 13F portfolio, value $68,039,956.

    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 116,613 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $56,915,544.

    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).