Skip to content
Disclosery

Concurrent Investment Advisors, LLC: SMCI position timeline

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

Concurrent Investment Advisors, LLC held 12,078 SMCI 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 12,078 shares
    Change vs previous 13F +2,807 shares

    <0.01% of the 13F portfolio, value $354,239.

    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 9,271 shares
    Change vs previous 13F -19,480 shares

    <0.01% of the 13F portfolio, value $211,109.

    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 28,751 shares
    Change vs previous 13F +4,711 shares

    0.01% of the 13F portfolio, value $841,524.

    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 24,040 shares
    Change vs previous 13F -440 shares

    0.02% of the 13F portfolio, value $1,152,456.

    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 24,480 shares
    Change vs previous 13F -8,338 shares

    0.02% of the 13F portfolio, value $1,199,778.

    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 32,818 shares
    Change vs previous 13F +10,589 shares

    0.03% of the 13F portfolio, value $1,123,703.

    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 22,229 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $677,554.

    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).