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Concurrent Investment Advisors, LLC: TJX position timeline

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

Concurrent Investment Advisors, LLC held 88,756 TJX 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 88,756 shares
    Change vs previous 13F -3,303 shares

    0.11% of the 13F portfolio, value $13,446,603.

    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 92,059 shares
    Change vs previous 13F +2,022 shares

    0.16% of the 13F portfolio, value $14,701,860.

    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 90,037 shares
    Change vs previous 13F +19,259 shares

    0.16% of the 13F portfolio, value $13,830,514.

    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 70,778 shares
    Change vs previous 13F +965 shares

    0.18% of the 13F portfolio, value $10,230,276.

    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 69,813 shares
    Change vs previous 13F +2,783 shares

    0.17% of the 13F portfolio, value $8,621,211.

    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 67,030 shares
    Change vs previous 13F +11,023 shares

    0.2% of the 13F portfolio, value $8,164,291.

    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 56,007 shares
    Change vs previous 13F +8,528 shares

    0.18% of the 13F portfolio, value $6,766,263.

    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 47,479 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,580,676.

    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).