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Concurrent Investment Advisors, LLC: XLP position timeline

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

Concurrent Investment Advisors, LLC held 109,644 XLP 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 109,644 shares
    Change vs previous 13F -118,476 shares

    0.08% of the 13F portfolio, value $9,108,068.

    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 228,120 shares
    Change vs previous 13F +18,184 shares

    0.2% of the 13F portfolio, value $18,701,277.

    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 209,936 shares
    Change vs previous 13F +72,012 shares

    0.19% of the 13F portfolio, value $16,307,780.

    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 137,924 shares
    Change vs previous 13F -8,213 shares

    0.19% of the 13F portfolio, value $10,809,097.

    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 146,137 shares
    Change vs previous 13F +594 shares

    0.23% of the 13F portfolio, value $11,832,722.

    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 145,543 shares
    Change vs previous 13F +38,001 shares

    0.29% of the 13F portfolio, value $11,886,528.

    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 107,542 shares
    Change vs previous 13F +1,197 shares

    0.23% of the 13F portfolio, value $8,453,903.

    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 106,345 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,826,658.

    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).