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Concurrent Investment Advisors, LLC: SOXL position timeline

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

Concurrent Investment Advisors, LLC held 2,981 SOXL shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,981 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $440,767.

    13F-HR 0002085853-26-001211 filed by Concurrent Investment Advisors, LLC
    Accepted , ingested