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Concurrent Investment Advisors, LLC: CEF position timeline

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

Concurrent Investment Advisors, LLC held 132,379 CEF 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 132,379 shares
    Change vs previous 13F +14,931 shares

    0.05% of the 13F portfolio, value $5,325,641.

    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 117,448 shares
    Change vs previous 13F -87,385 shares

    0.06% of the 13F portfolio, value $5,604,625.

    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 204,833 shares
    Change vs previous 13F +91,001 shares

    0.11% of the 13F portfolio, value $9,381,361.

    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 113,832 shares
    Change vs previous 13F +43,852 shares

    0.07% of the 13F portfolio, value $4,176,485.

    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 69,980 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,106,410.

    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).