Skip to content
Disclosery

Concurrent Investment Advisors, LLC: XLK position timeline

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

Concurrent Investment Advisors, LLC held 479,793 XLK 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 479,793 shares
    Change vs previous 13F +69,960 shares

    0.78% of the 13F portfolio, value $91,410,131.

    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 409,833 shares
    Change vs previous 13F +15,014 shares

    0.59% of the 13F portfolio, value $54,466,908.

    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 394,819 shares
    Change vs previous 13F +252,105 shares

    0.65% of the 13F portfolio, value $56,842,087.

    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 142,714 shares
    Change vs previous 13F -2,634 shares

    0.69% of the 13F portfolio, value $40,225,404.

    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 145,348 shares
    Change vs previous 13F -1,641 shares

    0.71% of the 13F portfolio, value $36,806,327.

    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 146,989 shares
    Change vs previous 13F +23,332 shares

    0.74% of the 13F portfolio, value $30,350,358.

    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 123,657 shares
    Change vs previous 13F +944 shares

    0.78% of the 13F portfolio, value $28,752,819.

    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 122,713 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $27,703,632.

    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).