Concurrent Investment Advisors, LLC
- SEC CIK
- 0002001015
- Latest filing
- Jul 27, 2026
T holding history
AT&T 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.
T overviewAll 13F holders of TFull Q2 2026 holdings
- Shares (Q2 2026)
- 399,881
- Value
- $8.28M
- % of portfolio
- 0.1%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 399,881 | $8.28M | 0.1% | +24,821+6.6% | Added | Holders |
| Q1 2026 | 375,060 | $10.9M | 0.1% | −72,099−16.1% | Reduced | Holders |
| Q4 2025 | 447,159 | $11.1M | 0.1% | +88,507+24.7% | Added | Holders |
| Q3 2025 | 358,652 | $10.1M | 0.2% | −42,817−10.7% | Reduced | Holders |
| Q2 2025 | 401,469 | $11.6M | 0.2% | +87,816+28.0% | Added | Holders |
| Q1 2025 | 313,653 | $8.87M | 0.2% | +35,606+12.8% | Added | Holders |
| Q4 2024 | 278,047 | $6.33M | 0.2% | +470+0.2% | Added | Holders |
| Q3 2024 | 277,577 | $6.11M | 0.2% | −73,239−20.9% | Reduced | Holders |
| Q2 2024 | 350,816 | $6.70M | 0.2% | +117,223+50.2% | Added | Holders |
| Q1 2024 | 233,593 | $4.11M | 0.2% | −4,460−1.9% | Reduced | Holders |
| Q4 2023 | 238,053 | $3.99M | 0.2% | – | No prior filing | Holders |