Concurrent Investment Advisors, LLC: SNPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on SNPS, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 2,939 SNPS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 2,939 sharesChange vs previous 13F +956 shares
0.01% of the 13F portfolio, value $1,311,149.
13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,983 sharesChange vs previous 13F -50 shares
0.01% of the 13F portfolio, value $786,231.
13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,033 sharesChange vs previous 13F +460 shares
0.01% of the 13F portfolio, value $954,484.
13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,573 sharesChange vs previous 13F -118 shares
0.01% of the 13F portfolio, value $775,896.
13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,691 sharesChange vs previous 13F +196 shares
0.02% of the 13F portfolio, value $867,018.
13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,495 sharesChange vs previous 13F +587 shares
0.02% of the 13F portfolio, value $641,195.
13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 908 sharesChange vs previous 13F -21 shares
0.01% of the 13F portfolio, value $440,927.
13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 929 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $470,666.
13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).