Concurrent Investment Advisors, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 2001015 Tampa, FL

Position in LPLA

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

Position Value

$738,564

+$175,110 QoQ

Shares Held

2,622

+40.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#403

of 761 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $65,412,511 across 26 Capital Markets names. LPLA ranks #12 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	28,504	$28,828,090
2	MS	Morgan Stanley	78,004	$16,305,956
3	SCHW	Schwab Charles Corp	36,843	$3,399,503
4	HOOD	Robinhood Markets, Inc.	24,758	$2,482,732
5	IBKR	Interactive Brokers Group, Inc.	24,085	$2,096,357
6	SNEX	StoneX Group Inc.	17,781	$1,404,699
7	BMNR	Bitmine Immersion Technologies, Inc.	97,183	$1,293,505
8	CRCL	Circle Internet Group, Inc.	20,289	$1,270,700

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$738,564	2,622	+40.0%	Shares	Sole	2026-07-27
2026-03-31	$563,454	1,873	-24.2%	Shares	Sole	2026-04-21
2025-12-31	$882,923	2,472	+179.3%	Shares	Sole	2026-01-29
2025-09-30	$294,430	885	-9.9%	Shares	Sole	2025-10-27
2025-06-30	$368,220	982	+1.8%	Shares	Sole	2025-07-25
2025-03-31	$315,690	965	-9.3%	Shares	Sole	2025-04-29
2024-12-31	$347,406	1,064	+0.1%	Shares	Sole	2025-02-03
2024-09-30	$247,285	1,063	+3.6%	Shares	Sole	2024-10-30
2024-06-30	$286,561	1,026	—	Shares	Sole	2024-07-30
No filing history on record for this holder in this stock.