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Concurrent Investment Advisors, LLC: WMB position timeline

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

Concurrent Investment Advisors, LLC held 47,087 WMB 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 47,087 shares
    Change vs previous 13F +3,273 shares

    0.03% of the 13F portfolio, value $3,500,488.

    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 43,814 shares
    Change vs previous 13F +1,951 shares

    0.03% of the 13F portfolio, value $3,188,768.

    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 41,863 shares
    Change vs previous 13F +5,162 shares

    0.03% of the 13F portfolio, value $2,516,420.

    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 36,701 shares
    Change vs previous 13F -3,545 shares

    0.04% of the 13F portfolio, value $2,325,032.

    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 40,246 shares
    Change vs previous 13F +7,464 shares

    0.05% of the 13F portfolio, value $2,527,860.

    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 32,782 shares
    Change vs previous 13F +2,315 shares

    0.05% of the 13F portfolio, value $1,959,033.

    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 30,467 shares
    Change vs previous 13F +1,918 shares

    0.04% of the 13F portfolio, value $1,648,885.

    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 28,549 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,303,281.

    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).