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Concurrent Investment Advisors, LLC: QQQM position timeline

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

Concurrent Investment Advisors, LLC held 133,370 QQQM 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 133,370 shares
    Change vs previous 13F +12,075 shares

    0.35% of the 13F portfolio, value $40,407,032.

    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 121,295 shares
    Change vs previous 13F +43,961 shares

    0.31% of the 13F portfolio, value $28,822,069.

    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 77,334 shares
    Change vs previous 13F +22,014 shares

    0.22% of the 13F portfolio, value $19,559,199.

    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 55,320 shares
    Change vs previous 13F +13,069 shares

    0.24% of the 13F portfolio, value $13,670,573.

    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 42,251 shares
    Change vs previous 13F +19,914 shares

    0.19% of the 13F portfolio, value $9,595,273.

    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 22,337 shares
    Change vs previous 13F +3,294 shares

    0.11% of the 13F portfolio, value $4,311,419.

    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 19,043 shares
    Change vs previous 13F +10,829 shares

    0.11% of the 13F portfolio, value $4,007,541.

    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 8,214 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,649,684.

    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).