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Concurrent Investment Advisors, LLC: VZ position timeline

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

Concurrent Investment Advisors, LLC held 639,281 VZ 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 639,281 shares
    Change vs previous 13F +73,620 shares

    0.23% of the 13F portfolio, value $27,067,168.

    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 565,661 shares
    Change vs previous 13F +37,202 shares

    0.31% of the 13F portfolio, value $28,396,139.

    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 528,459 shares
    Change vs previous 13F +277,282 shares

    0.25% of the 13F portfolio, value $21,524,144.

    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 251,177 shares
    Change vs previous 13F +931 shares

    0.19% of the 13F portfolio, value $11,039,218.

    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 250,246 shares
    Change vs previous 13F +27,521 shares

    0.21% of the 13F portfolio, value $10,828,151.

    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 222,725 shares
    Change vs previous 13F +43,881 shares

    0.25% of the 13F portfolio, value $10,102,796.

    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 178,844 shares
    Change vs previous 13F -10,518 shares

    0.19% of the 13F portfolio, value $7,151,989.

    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 189,362 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $8,504,253.

    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).