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Concurrent Investment Advisors, LLCGrowthDiversified active

CIK: 0002001015 | Tampa, FL

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR3438$14.5B2026-10-16SEC ↗
Q2 2026
13F-HR3680$11.8B2026-07-27SEC ↗
Q1 2026
13F-HR3357$9.2B2026-04-21SEC ↗
Q4 2025
13F-HR3051$8.8B2026-01-29SEC ↗
Q3 2025
13F-HR1497$5.8B2025-10-27SEC ↗
Q2 2025
13F-HR1404$5.2B2025-07-25SEC ↗
Q1 2025
13F-HR1236$4.1B2025-04-29SEC ↗
Q4 2024
13F-HR1120$3.7B2025-02-03SEC ↗
Q3 2024
13F-HR1092$3.4B2024-10-30SEC ↗
Q2 2024
13F-HR988$3.0B2024-07-30SEC ↗
Q1 2024
13F-HR922$2.5B2024-05-07SEC ↗
Q4 2023
13F-HR846$2.1B2024-04-15SEC ↗