Position in EXPE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,565,217
+$264,845 QoQ
Shares Held
6,117
+8.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#453
of 1,109 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXPE Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $16,744,812 across 5 Travel Services names. EXPE ranks #4 (9.3% of the industry book) .
All Filings in EXPE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,565,217 | 6,117 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,300,372 | 5,632 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,235,514 | 4,361 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $598,927 | 2,802 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $312,395 | 1,852 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||