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Concurrent Investment Advisors, LLC: BOXX position timeline

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

Concurrent Investment Advisors, LLC held 3,542 BOXX 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 3,542 shares
    Change vs previous 13F -5,534 shares

    <0.01% of the 13F portfolio, value $414,733.

    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 9,076 shares
    Change vs previous 13F -410 shares

    0.01% of the 13F portfolio, value $1,055,448.

    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 9,486 shares
    Change vs previous 13F +6,199 shares

    0.01% of the 13F portfolio, value $1,091,839.

    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 3,287 shares
    Change vs previous 13F -850 shares

    0.01% of the 13F portfolio, value $374,258.

    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 4,137 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $466,157.

    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).