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Concurrent Investment Advisors, LLC: UPS position timeline

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

Concurrent Investment Advisors, LLC held 144,972 UPS 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 144,972 shares
    Change vs previous 13F +23,123 shares

    0.13% of the 13F portfolio, value $15,584,471.

    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 121,849 shares
    Change vs previous 13F +12,921 shares

    0.13% of the 13F portfolio, value $11,987,528.

    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 108,928 shares
    Change vs previous 13F +53,864 shares

    0.12% of the 13F portfolio, value $10,804,603.

    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 55,064 shares
    Change vs previous 13F +7,709 shares

    0.08% of the 13F portfolio, value $4,599,461.

    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 47,355 shares
    Change vs previous 13F +508 shares

    0.09% of the 13F portfolio, value $4,780,009.

    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 46,847 shares
    Change vs previous 13F +825 shares

    0.13% of the 13F portfolio, value $5,152,734.

    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 46,022 shares
    Change vs previous 13F -412 shares

    0.16% of the 13F portfolio, value $5,803,394.

    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 46,434 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,330,792.

    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).