Concurrent Investment Advisors, LLC

Position in AAL — American Airlines Group Inc.

CIK 2001015 Tampa, FL

Position in AAL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$340,691

+$48,328 QoQ

Shares Held

18,854

-30.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#299

of 576 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $30,389,205 across 7 Airlines names. AAL ranks #6 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	171,004	$16,016,233
2	CPA	Copa Holdings, S.A.	59,166	$9,204,453
3	LUV	Southwest Airlines Co	51,680	$2,657,385
4	UAL	United Airlines Holdings, Inc.	8,198	$1,114,845
5	SKYW	Skywest Inc	8,183	$812,816
6	AAL	American Airlines Group Inc. This page	18,854	$340,691
7	ALK	Alaska Air Group, Inc.	4,651	$242,782

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,691	18,854	-30.7%	Shares	Sole	2026-07-27
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.