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Concurrent Investment Advisors, LLC: UNP position timeline

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

Concurrent Investment Advisors, LLC held 35,451 UNP 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 35,451 shares
    Change vs previous 13F +247 shares

    0.08% of the 13F portfolio, value $9,642,538.

    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 35,204 shares
    Change vs previous 13F -421 shares

    0.09% of the 13F portfolio, value $8,540,979.

    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 35,625 shares
    Change vs previous 13F +13,970 shares

    0.09% of the 13F portfolio, value $8,240,762.

    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 21,655 shares
    Change vs previous 13F -1,029 shares

    0.09% of the 13F portfolio, value $5,118,675.

    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 22,684 shares
    Change vs previous 13F +2,503 shares

    0.1% of the 13F portfolio, value $5,219,109.

    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 20,181 shares
    Change vs previous 13F +1,979 shares

    0.12% of the 13F portfolio, value $4,767,511.

    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 18,202 shares
    Change vs previous 13F -689 shares

    0.11% of the 13F portfolio, value $4,150,781.

    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 18,891 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,656,283.

    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).