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Concurrent Investment Advisors, LLC: TK position timeline

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

Concurrent Investment Advisors, LLC held 79,587 TK 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 79,587 shares
    Change vs previous 13F +3,473 shares

    0.01% of the 13F portfolio, value $795,875.

    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 76,114 shares
    Change vs previous 13F -28,726 shares

    0.01% of the 13F portfolio, value $929,355.

    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 104,840 shares
    Change vs previous 13F +58,884 shares

    0.01% of the 13F portfolio, value $946,705.

    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 45,956 shares
    Change vs previous 13F +7,953 shares

    0.01% of the 13F portfolio, value $375,924.

    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 38,003 shares
    Change vs previous 13F +1,411 shares

    0.01% of the 13F portfolio, value $313,522.

    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 36,592 shares
    Change vs previous 13F +18,452 shares

    0.01% of the 13F portfolio, value $240,408.

    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 18,140 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $125,709.

    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).