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Concurrent Investment Advisors, LLC: SNA position timeline

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

Concurrent Investment Advisors, LLC held 17,912 SNA 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 17,912 shares
    Change vs previous 13F -1,206 shares

    0.06% of the 13F portfolio, value $7,208,008.

    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 19,118 shares
    Change vs previous 13F +1,451 shares

    0.08% of the 13F portfolio, value $6,944,157.

    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 17,667 shares
    Change vs previous 13F +1,073 shares

    0.07% of the 13F portfolio, value $6,087,824.

    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 16,594 shares
    Change vs previous 13F +1,802 shares

    0.1% of the 13F portfolio, value $5,750,288.

    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 14,792 shares
    Change vs previous 13F -94 shares

    0.09% of the 13F portfolio, value $4,602,897.

    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 14,886 shares
    Change vs previous 13F -136 shares

    0.12% of the 13F portfolio, value $5,016,638.

    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 15,022 shares
    Change vs previous 13F -241 shares

    0.14% of the 13F portfolio, value $5,099,523.

    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 15,263 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,421,897.

    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).