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Concurrent Investment Advisors, LLC: XLF position timeline

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

Concurrent Investment Advisors, LLC held 707,930 XLF 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 707,930 shares
    Change vs previous 13F +109,443 shares

    0.32% of the 13F portfolio, value $37,952,090.

    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 598,487 shares
    Change vs previous 13F +8,956 shares

    0.32% of the 13F portfolio, value $29,547,272.

    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 589,531 shares
    Change vs previous 13F +290,579 shares

    0.37% of the 13F portfolio, value $32,288,598.

    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 298,952 shares
    Change vs previous 13F +19,441 shares

    0.28% of the 13F portfolio, value $16,104,517.

    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 279,511 shares
    Change vs previous 13F -42,366 shares

    0.28% of the 13F portfolio, value $14,637,655.

    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 321,877 shares
    Change vs previous 13F +32,792 shares

    0.39% of the 13F portfolio, value $16,032,212.

    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 289,085 shares
    Change vs previous 13F +53,499 shares

    0.38% of the 13F portfolio, value $13,971,457.

    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 235,586 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $10,676,747.

    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).