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Concurrent Investment Advisors, LLC: SBUX position timeline

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

Concurrent Investment Advisors, LLC held 112,282 SBUX 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 112,282 shares
    Change vs previous 13F -3,333 shares

    0.1% of the 13F portfolio, value $11,474,069.

    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 115,615 shares
    Change vs previous 13F -17,722 shares

    0.11% of the 13F portfolio, value $10,357,987.

    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 133,337 shares
    Change vs previous 13F +26,659 shares

    0.13% of the 13F portfolio, value $11,228,254.

    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 106,678 shares
    Change vs previous 13F +10,525 shares

    0.16% of the 13F portfolio, value $9,024,951.

    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 96,153 shares
    Change vs previous 13F +36,385 shares

    0.17% of the 13F portfolio, value $8,810,520.

    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 59,768 shares
    Change vs previous 13F +7,731 shares

    0.14% of the 13F portfolio, value $5,862,622.

    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 52,037 shares
    Change vs previous 13F +2,017 shares

    0.13% of the 13F portfolio, value $4,748,415.

    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 50,020 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,876,419.

    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).