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Concurrent Investment Advisors, LLC: AUSF position timeline

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

Concurrent Investment Advisors, LLC held 14,560 AUSF 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 14,560 shares
    Change vs previous 13F -8,015 shares

    0.01% of the 13F portfolio, value $711,365.

    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 22,575 shares
    Change vs previous 13F -30,464 shares

    0.01% of the 13F portfolio, value $1,091,482.

    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 53,039 shares
    Change vs previous 13F +14,503 shares

    0.03% of the 13F portfolio, value $2,459,436.

    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 38,536 shares
    Change vs previous 13F -34,573 shares

    0.03% of the 13F portfolio, value $1,792,304.

    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 73,109 shares
    Change vs previous 13F -4,394 shares

    0.06% of the 13F portfolio, value $3,267,969.

    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 77,503 shares
    Change vs previous 13F +2,356 shares

    0.08% of the 13F portfolio, value $3,383,003.

    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).

  7. period ended2024-12-31
    13F 75,147 shares
    Change vs previous 13F +3,114 shares

    0.09% of the 13F portfolio, value $3,155,959.

    13F-HR 0001667731-25-000197 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).

  8. period ended2024-09-30
    13F 72,033 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,075,788.

    13F-HR 0002001015-24-000007 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).