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Concurrent Investment Advisors, LLC: CB position timeline

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

Concurrent Investment Advisors, LLC held 72,571 CB 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 72,571 shares
    Change vs previous 13F +1,254 shares

    0.21% of the 13F portfolio, value $24,727,819.

    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 71,317 shares
    Change vs previous 13F +3,471 shares

    0.25% of the 13F portfolio, value $23,244,335.

    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 67,846 shares
    Change vs previous 13F +43,959 shares

    0.24% of the 13F portfolio, value $21,176,206.

    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 23,887 shares
    Change vs previous 13F +4,564 shares

    0.12% of the 13F portfolio, value $6,742,114.

    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 19,323 shares
    Change vs previous 13F +6,104 shares

    0.11% of the 13F portfolio, value $5,598,223.

    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 13,219 shares
    Change vs previous 13F -3,480 shares

    0.1% of the 13F portfolio, value $3,991,899.

    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 16,699 shares
    Change vs previous 13F +121 shares

    0.13% of the 13F portfolio, value $4,614,058.

    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 16,578 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,780,905.

    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).