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Concurrent Investment Advisors, LLC: TSLA position timeline

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

Concurrent Investment Advisors, LLC held 135,987 TSLA 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 135,987 shares
    Change vs previous 13F +53,840 shares

    0.31% of the 13F portfolio, value $35,947,035.

    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 82,147 shares
    Change vs previous 13F -2,236 shares

    0.33% of the 13F portfolio, value $30,330,754.

    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 84,383 shares
    Change vs previous 13F +17,636 shares

    0.43% of the 13F portfolio, value $37,697,259.

    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 66,747 shares
    Change vs previous 13F -271 shares

    0.51% of the 13F portfolio, value $29,435,079.

    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 67,018 shares
    Change vs previous 13F +10,838 shares

    0.41% of the 13F portfolio, value $21,111,545.

    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 56,180 shares
    Change vs previous 13F -2,615 shares

    0.35% of the 13F portfolio, value $14,415,060.

    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 58,795 shares
    Change vs previous 13F +12,593 shares

    0.64% of the 13F portfolio, value $23,518,093.

    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 46,202 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $11,941,767.

    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).