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Concurrent Investment Advisors, LLC: XLC position timeline

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

Concurrent Investment Advisors, LLC held 185,606 XLC 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 185,606 shares
    Change vs previous 13F -14,675 shares

    0.17% of the 13F portfolio, value $19,883,929.

    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 200,281 shares
    Change vs previous 13F +25,523 shares

    0.24% of the 13F portfolio, value $22,203,180.

    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 174,758 shares
    Change vs previous 13F +79,903 shares

    0.24% of the 13F portfolio, value $20,572,508.

    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 94,855 shares
    Change vs previous 13F -2,566 shares

    0.19% of the 13F portfolio, value $11,228,037.

    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 97,421 shares
    Change vs previous 13F +20,066 shares

    0.21% of the 13F portfolio, value $10,572,519.

    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 77,355 shares
    Change vs previous 13F +7,586 shares

    0.18% of the 13F portfolio, value $7,460,586.

    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 69,769 shares
    Change vs previous 13F +7,578 shares

    0.18% of the 13F portfolio, value $6,754,356.

    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 62,191 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,622,081.

    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).