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Concurrent Investment Advisors, LLC: XLY position timeline

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

Concurrent Investment Advisors, LLC held 144,651 XLY 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 144,651 shares
    Change vs previous 13F +29,102 shares

    0.15% of the 13F portfolio, value $16,964,650.

    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 115,549 shares
    Change vs previous 13F +9,842 shares

    0.14% of the 13F portfolio, value $12,592,554.

    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 105,707 shares
    Change vs previous 13F +63,273 shares

    0.14% of the 13F portfolio, value $12,622,448.

    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 42,434 shares
    Change vs previous 13F -169 shares

    0.18% of the 13F portfolio, value $10,168,801.

    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 42,603 shares
    Change vs previous 13F +1,159 shares

    0.18% of the 13F portfolio, value $9,258,982.

    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 41,444 shares
    Change vs previous 13F +4,784 shares

    0.2% of the 13F portfolio, value $8,183,586.

    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 36,660 shares
    Change vs previous 13F +3,769 shares

    0.22% of the 13F portfolio, value $8,224,772.

    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 32,891 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,590,375.

    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).