Skip to content
Disclosery

Concurrent Investment Advisors, LLC: XLV position timeline

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

Concurrent Investment Advisors, LLC held 164,960 XLV 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 164,960 shares
    Change vs previous 13F +15,867 shares

    0.22% of the 13F portfolio, value $26,172,575.

    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 149,093 shares
    Change vs previous 13F +12,626 shares

    0.24% of the 13F portfolio, value $21,858,510.

    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 136,467 shares
    Change vs previous 13F +53,225 shares

    0.24% of the 13F portfolio, value $21,125,074.

    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 83,242 shares
    Change vs previous 13F -41,829 shares

    0.2% of the 13F portfolio, value $11,584,781.

    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 125,071 shares
    Change vs previous 13F -23,144 shares

    0.33% of the 13F portfolio, value $16,858,292.

    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 148,215 shares
    Change vs previous 13F +31,710 shares

    0.53% of the 13F portfolio, value $21,640,886.

    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 116,505 shares
    Change vs previous 13F -3,558 shares

    0.43% of the 13F portfolio, value $16,027,573.

    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 120,063 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $18,492,136.

    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).