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Concurrent Investment Advisors, LLC: CALF position timeline

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

Concurrent Investment Advisors, LLC held 26,430 CALF 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 26,430 shares
    Change vs previous 13F -35,745 shares

    0.01% of the 13F portfolio, value $1,337,668.

    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 62,175 shares
    Change vs previous 13F -4,035 shares

    0.03% of the 13F portfolio, value $2,789,754.

    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 66,210 shares
    Change vs previous 13F -2,399 shares

    0.03% of the 13F portfolio, value $2,937,723.

    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 68,609 shares
    Change vs previous 13F -2,845 shares

    0.05% of the 13F portfolio, value $3,003,707.

    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 71,454 shares
    Change vs previous 13F -10,229 shares

    0.06% of the 13F portfolio, value $2,844,951.

    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 81,683 shares
    Change vs previous 13F +47,299 shares

    0.07% of the 13F portfolio, value $3,063,055.

    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 34,384 shares
    Change vs previous 13F -12,032 shares

    0.04% of the 13F portfolio, value $1,513,249.

    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 46,416 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,159,259.

    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).