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Concurrent Investment Advisors, LLC

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Filer group, 2 members, built by the linking rules

Concurrent Investment Advisors, LLC is a filer group of 2 members, 2 of them filing 13F reports, with 14 filings between them.

Members

Each member with the evidence that put it in the group. A member counts only inside the quarters shown (method).

MemberKindQuartersEvidence
Concurrent Investment Advisors, LLCCIK 200101513F filerall
Concurrent Asset Management, LLCCIK 210765813F filerfrom Q4 2025

Filings of the group

The union of the members' filings: 13F reports and notices, 13D and 13G naming a member, and Forms 3, 4 and 5 with a member as reporting owner.

FilingSubjectFiledAcceptedIngested
13F-NT 0002085853-26-000885 Quarter ended 2026-06-302026-07-28acceptance time not in the bulk data set
13F-HR 0002085853-26-000862 Quarter ended 2026-06-302026-07-27acceptance time not in the bulk data set
13F-HR 0002085853-26-000427 Quarter ended 2026-03-312026-04-21acceptance time not in the bulk data set
13F-NT 0002085853-26-000428 Quarter ended 2026-03-312026-04-21acceptance time not in the bulk data set
13F-NT 0002085853-26-000150 Quarter ended 2025-12-312026-01-30acceptance time not in the bulk data set
13F-HR 0002085853-26-000143 Quarter ended 2025-12-312026-01-29acceptance time not in the bulk data set
13F-HR 0002085853-25-000174 Quarter ended 2025-09-302025-10-27acceptance time not in the bulk data set
13F-HR 0001667731-25-000961 Quarter ended 2025-06-302025-07-25acceptance time not in the bulk data set
13F-HR 0001667731-25-000551 Quarter ended 2025-03-312025-04-29acceptance time not in the bulk data set
13F-HR 0001667731-25-000197 Quarter ended 2024-12-312025-02-03acceptance time not in the bulk data set
13F-HR 0002001015-24-000007 Quarter ended 2024-09-302024-10-30acceptance time not in the bulk data set
13F-HR 0002001015-24-000005 Quarter ended 2024-06-302024-07-30acceptance time not in the bulk data set
13F-HR 0002001015-24-000003 Quarter ended 2024-03-312024-05-07acceptance time not in the bulk data set
13F-HR 0002001015-24-000001 Quarter ended 2023-12-312024-04-15acceptance time not in the bulk data set