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Concurrent Investment Advisors, LLC: XLI position timeline

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

Concurrent Investment Advisors, LLC held 92,168 XLI 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 92,168 shares
    Change vs previous 13F +19,738 shares

    0.15% of the 13F portfolio, value $17,072,361.

    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 72,430 shares
    Change vs previous 13F +10,632 shares

    0.13% of the 13F portfolio, value $11,714,164.

    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 61,798 shares
    Change vs previous 13F +13,064 shares

    0.11% of the 13F portfolio, value $9,586,096.

    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 48,734 shares
    Change vs previous 13F -80 shares

    0.13% of the 13F portfolio, value $7,516,282.

    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 48,814 shares
    Change vs previous 13F -3,577 shares

    0.14% of the 13F portfolio, value $7,200,411.

    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 52,391 shares
    Change vs previous 13F +10,752 shares

    0.17% of the 13F portfolio, value $6,866,538.

    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 41,639 shares
    Change vs previous 13F +7,510 shares

    0.15% of the 13F portfolio, value $5,486,367.

    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 34,129 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,622,486.

    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).