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Concurrent Investment Advisors, LLC: T position timeline

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

Concurrent Investment Advisors, LLC held 399,881 T 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 399,881 shares
    Change vs previous 13F +24,821 shares

    0.07% of the 13F portfolio, value $8,277,528.

    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 375,060 shares
    Change vs previous 13F -72,099 shares

    0.12% of the 13F portfolio, value $10,872,985.

    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 447,159 shares
    Change vs previous 13F +88,507 shares

    0.13% of the 13F portfolio, value $11,107,441.

    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 358,652 shares
    Change vs previous 13F -42,817 shares

    0.17% of the 13F portfolio, value $10,128,346.

    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 401,469 shares
    Change vs previous 13F +87,816 shares

    0.23% of the 13F portfolio, value $11,618,513.

    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 313,653 shares
    Change vs previous 13F +35,606 shares

    0.22% of the 13F portfolio, value $8,870,112.

    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 278,047 shares
    Change vs previous 13F +470 shares

    0.17% of the 13F portfolio, value $6,331,125.

    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 277,577 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,106,705.

    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).