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Concurrent Investment Advisors, LLC: WEC position timeline

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

Concurrent Investment Advisors, LLC held 43,087 WEC 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 43,087 shares
    Change vs previous 13F +6,224 shares

    0.04% of the 13F portfolio, value $5,031,285.

    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 36,863 shares
    Change vs previous 13F +3,217 shares

    0.05% of the 13F portfolio, value $4,267,547.

    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 33,646 shares
    Change vs previous 13F +4,689 shares

    0.04% of the 13F portfolio, value $3,548,218.

    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 28,957 shares
    Change vs previous 13F +658 shares

    0.06% of the 13F portfolio, value $3,318,161.

    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 28,299 shares
    Change vs previous 13F +5,648 shares

    0.06% of the 13F portfolio, value $2,948,745.

    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 22,651 shares
    Change vs previous 13F +1,376 shares

    0.06% of the 13F portfolio, value $2,468,535.

    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 21,275 shares
    Change vs previous 13F +1,097 shares

    0.05% of the 13F portfolio, value $2,000,714.

    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 20,178 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,940,741.

    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).