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Concurrent Investment Advisors, LLC: RCL position timeline

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

Concurrent Investment Advisors, LLC held 5,463 RCL 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 5,463 shares
    Change vs previous 13F +173 shares

    0.01% of the 13F portfolio, value $1,734,851.

    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 5,290 shares
    Change vs previous 13F -104 shares

    0.02% of the 13F portfolio, value $1,455,678.

    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 5,394 shares
    Change vs previous 13F +373 shares

    0.02% of the 13F portfolio, value $1,504,507.

    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 5,021 shares
    Change vs previous 13F -1,042 shares

    0.03% of the 13F portfolio, value $1,624,725.

    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 6,063 shares
    Change vs previous 13F -1,718 shares

    0.04% of the 13F portfolio, value $1,898,480.

    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 7,781 shares
    Change vs previous 13F +3,679 shares

    0.04% of the 13F portfolio, value $1,598,577.

    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 4,102 shares
    Change vs previous 13F +72 shares

    0.03% of the 13F portfolio, value $946,383.

    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 4,030 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $714,690.

    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).