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Concurrent Investment Advisors, LLC: SYK position timeline

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

Concurrent Investment Advisors, LLC held 16,239 SYK 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 16,239 shares
    Change vs previous 13F -2,125 shares

    0.04% of the 13F portfolio, value $5,112,687.

    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 18,364 shares
    Change vs previous 13F -2,596 shares

    0.07% of the 13F portfolio, value $6,034,161.

    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 20,960 shares
    Change vs previous 13F +5,628 shares

    0.08% of the 13F portfolio, value $7,366,887.

    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 15,332 shares
    Change vs previous 13F -294 shares

    0.1% of the 13F portfolio, value $5,667,796.

    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 15,626 shares
    Change vs previous 13F +750 shares

    0.12% of the 13F portfolio, value $6,182,080.

    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 14,876 shares
    Change vs previous 13F +6,301 shares

    0.13% of the 13F portfolio, value $5,537,743.

    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 8,575 shares
    Change vs previous 13F +1,040 shares

    0.08% of the 13F portfolio, value $3,087,375.

    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 7,535 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,722,224.

    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).