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Concurrent Investment Advisors, LLC: RTX position timeline

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

Concurrent Investment Advisors, LLC held 94,391 RTX 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 94,391 shares
    Change vs previous 13F +2,684 shares

    0.15% of the 13F portfolio, value $17,908,802.

    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 91,707 shares
    Change vs previous 13F -21,332 shares

    0.19% of the 13F portfolio, value $17,690,346.

    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 113,039 shares
    Change vs previous 13F +39,954 shares

    0.24% of the 13F portfolio, value $20,731,312.

    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 73,085 shares
    Change vs previous 13F +3,666 shares

    0.21% of the 13F portfolio, value $12,229,343.

    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 69,419 shares
    Change vs previous 13F +2,101 shares

    0.2% of the 13F portfolio, value $10,136,537.

    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 67,318 shares
    Change vs previous 13F +3,558 shares

    0.22% of the 13F portfolio, value $8,916,920.

    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 63,760 shares
    Change vs previous 13F -492 shares

    0.2% of the 13F portfolio, value $7,378,251.

    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 64,252 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,784,820.

    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).