Concurrent Investment Advisors, LLC

Position in AAL — American Airlines Group Inc.

CIK 2001015 Tampa, FL

Position in AAL

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$292,363

+$38,790 QoQ

Shares Held

27,222

+64.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $21,480,850 across 7 Airlines names. AAL ranks #6 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	171,285	$11,387,026
2	CPA	Copa Holdings, S.A.	59,600	$6,771,155
3	LUV	Southwest Airlines Co	42,776	$1,607,094
4	UAL	United Airlines Holdings, Inc.	8,065	$742,544
5	SKYW	Skywest Inc	5,886	$540,511
6	AAL	American Airlines Group Inc. This page	27,222	$292,363
7	JBLU	Jetblue Airways Corp	31,710	$140,157

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$292,363	27,222	+64.6%	Shares	Sole	2026-04-21
2025-12-31	$253,573	16,541	-6.9%	Shares	Sole	2026-01-29
2025-09-30	$199,599	17,758	+40.6%	Shares	Sole	2025-10-27
2025-06-30	$141,697	12,629	+6.6%	Shares	Sole	2025-07-25
2025-03-31	$124,975	11,846	-0.6%	Shares	Sole	2025-04-29
2024-12-31	$207,678	11,915	-5.9%	Shares	Sole	2025-02-03
2024-09-30	$142,332	12,663	+20.2%	Shares	Sole	2024-10-30
2024-06-30	$119,361	10,535	-7.8%	Shares	Sole	2024-07-30
2024-03-31	$175,373	11,425	+1.9%	Shares	Sole	2024-05-07
2023-12-31	$154,011	11,209	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.