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Concurrent Investment Advisors, LLC

SEC CIK
0002001015
Latest filing
Jul 27, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Concurrent Investment Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMZN overviewAll 13F holders of AMZNFull Q2 2026 holdings

Shares (Q2 2026)
720,984
Value
$171.8M
% of portfolio
1.5%
Quarters held
11
Since Q4 2023
Holdings of AMZN by Concurrent Investment Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026720,984$171.8M1.5%+64,568+9.8%AddedHolders
Q1 2026656,416$136.7M1.5%+10,531+1.6%AddedHolders
Q4 2025645,885$149.1M1.7%+228,815+54.9%AddedHolders
Q3 2025417,070$91.6M1.6%−20,934−4.8%ReducedHolders
Q2 2025438,004$96.1M1.9%+27,195+6.6%AddedHolders
Q1 2025410,809$78.2M1.9%+122,336+42.4%AddedHolders
Q4 2024288,473$63.3M1.7%+11,878+4.3%AddedHolders
Q3 2024276,595$51.5M1.5%+31,945+13.1%AddedHolders
Q2 2024244,650$47.3M1.6%+53,629+28.1%AddedHolders
Q1 2024191,021$34.5M1.4%+3,387+1.8%AddedHolders
Q4 2023187,634$28.5M1.3%–No prior filingHolders