Number of Shares
69,704
Previous 16,485 322.83%
Holding current value
$3.04 Billion
Previous $540 Million 461.92%
% of portfolio
0.03%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026

BUY
N/A
53,219 Added 322.83%
69,704 $3.04 Billion
Q3 2025

Oct 27, 2025

BUY
N/A
306 Added 1.89%
16,485 $540 Million
Q2 2025

Jul 25, 2025

BUY
N/A
16,179 New
16,179 $337 Million
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.