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Concurrent Investment Advisors, LLC: AVUV position timeline

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

Concurrent Investment Advisors, LLC held 220,331 AVUV 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 220,331 shares
    Change vs previous 13F +16,896 shares

    0.23% of the 13F portfolio, value $27,488,385.

    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 203,435 shares
    Change vs previous 13F +76,109 shares

    0.25% of the 13F portfolio, value $22,473,411.

    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 127,326 shares
    Change vs previous 13F +34,928 shares

    0.15% of the 13F portfolio, value $12,984,706.

    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 92,398 shares
    Change vs previous 13F +11,719 shares

    0.16% of the 13F portfolio, value $9,196,365.

    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 80,679 shares
    Change vs previous 13F +6,719 shares

    0.14% of the 13F portfolio, value $7,349,856.

    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 73,960 shares
    Change vs previous 13F +11,293 shares

    0.16% of the 13F portfolio, value $6,447,106.

    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 62,667 shares
    Change vs previous 13F +7,752 shares

    0.16% of the 13F portfolio, value $6,049,263.

    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 54,915 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,269,112.

    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).