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CIK 0002001015 • 7 13F filings • Apr 29, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("concurrent-investment-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002085853-25-000174 |
| $5.83B |
| View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000862 | $11.75B | View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000961 | $5.17B | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000427 | $9.20B | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000551 | $4.12B | View |