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Concurrent Investment Advisors, LLC: SHOP position timeline

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

Concurrent Investment Advisors, LLC held 43,078 SHOP 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 43,078 shares
    Change vs previous 13F +14,679 shares

    0.04% of the 13F portfolio, value $4,918,649.

    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 28,399 shares
    Change vs previous 13F -15,685 shares

    0.04% of the 13F portfolio, value $3,368,636.

    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 44,084 shares
    Change vs previous 13F +17,495 shares

    0.08% of the 13F portfolio, value $7,096,129.

    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 26,589 shares
    Change vs previous 13F +12,068 shares

    0.07% of the 13F portfolio, value $3,951,388.

    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 14,521 shares
    Change vs previous 13F +717 shares

    0.03% of the 13F portfolio, value $1,674,971.

    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 13,804 shares
    Change vs previous 13F +2,479 shares

    0.03% of the 13F portfolio, value $1,317,984.

    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 11,325 shares
    Change vs previous 13F +698 shares

    0.03% of the 13F portfolio, value $1,204,163.

    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 10,627 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $851,630.

    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).