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Concurrent Investment Advisors, LLC: AGGY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on AGGY, newest first. How the timeline and the estimate are built.

Concurrent Investment Advisors, LLC held 35,680 AGGY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,680 shares
    Change vs previous 13F -12,021 shares

    0.01% of the 13F portfolio, value $1,551,376.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 47,701 shares
    Change vs previous 13F +7,598 shares

    0.02% of the 13F portfolio, value $2,072,617.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,103 shares
    Change vs previous 13F -3,648 shares

    0.02% of the 13F portfolio, value $1,766,519.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,751 shares
    Change vs previous 13F -6,757 shares

    0.03% of the 13F portfolio, value $1,936,857.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,508 shares
    Change vs previous 13F +9,984 shares

    0.04% of the 13F portfolio, value $2,203,653.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,524 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,759,954.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).