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Concurrent Investment Advisors, LLC: TLT position timeline

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

Concurrent Investment Advisors, LLC held 561,799 TLT 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 561,799 shares
    Change vs previous 13F +113,558 shares

    0.41% of the 13F portfolio, value $48,550,681.

    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 448,241 shares
    Change vs previous 13F -87,882 shares

    0.42% of the 13F portfolio, value $38,858,030.

    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 536,123 shares
    Change vs previous 13F +33,247 shares

    0.53% of the 13F portfolio, value $46,728,480.

    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 502,876 shares
    Change vs previous 13F -20,970 shares

    0.78% of the 13F portfolio, value $44,942,072.

    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 523,846 shares
    Change vs previous 13F +108,447 shares

    0.9% of the 13F portfolio, value $46,229,431.

    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 415,399 shares
    Change vs previous 13F -13,065 shares

    0.92% of the 13F portfolio, value $37,813,812.

    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 428,464 shares
    Change vs previous 13F +33,195 shares

    1.01% of the 13F portfolio, value $37,417,741.

    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 395,269 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $38,775,922.

    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).