Skip to content
Disclosery

Concurrent Investment Advisors, LLC: XLU position timeline

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

Concurrent Investment Advisors, LLC held 424,299 XLU 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 424,299 shares
    Change vs previous 13F +51,711 shares

    0.16% of the 13F portfolio, value $19,237,741.

    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 372,588 shares
    Change vs previous 13F +88,372 shares

    0.19% of the 13F portfolio, value $17,098,063.

    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 284,216 shares
    Change vs previous 13F +184,380 shares

    0.14% of the 13F portfolio, value $12,133,171.

    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 99,836 shares
    Change vs previous 13F +27,194 shares

    0.15% of the 13F portfolio, value $8,706,713.

    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 72,642 shares
    Change vs previous 13F -10,084 shares

    0.12% of the 13F portfolio, value $5,931,720.

    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 82,726 shares
    Change vs previous 13F -10,116 shares

    0.16% of the 13F portfolio, value $6,522,618.

    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 92,842 shares
    Change vs previous 13F -75,798 shares

    0.19% of the 13F portfolio, value $7,027,223.

    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 168,640 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $13,622,764.

    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).