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Concurrent Investment Advisors, LLC: CAG position timeline

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

Concurrent Investment Advisors, LLC held 26,173 CAG 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 26,173 shares
    Change vs previous 13F +8,922 shares

    <0.01% of the 13F portfolio, value $352,290.

    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 17,251 shares
    Change vs previous 13F -569 shares

    <0.01% of the 13F portfolio, value $271,191.

    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 17,820 shares
    Change vs previous 13F -3,516 shares

    <0.01% of the 13F portfolio, value $308,464.

    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 21,336 shares
    Change vs previous 13F +1,260 shares

    0.01% of the 13F portfolio, value $390,664.

    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 20,076 shares
    Change vs previous 13F -7,846 shares

    0.01% of the 13F portfolio, value $410,958.

    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 27,922 shares
    Change vs previous 13F +1,137 shares

    0.02% of the 13F portfolio, value $744,671.

    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 26,785 shares
    Change vs previous 13F -785 shares

    0.02% of the 13F portfolio, value $743,285.

    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 27,570 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $896,590.

    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).