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Concurrent Investment Advisors, LLC: CFR position timeline

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

Concurrent Investment Advisors, LLC held 20,577 CFR 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 20,577 shares
    Change vs previous 13F -109 shares

    0.03% of the 13F portfolio, value $3,179,526.

    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 20,686 shares
    Change vs previous 13F -762 shares

    0.03% of the 13F portfolio, value $2,835,628.

    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 21,448 shares
    Change vs previous 13F +19,221 shares

    0.03% of the 13F portfolio, value $2,715,983.

    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 2,227 shares
    Change vs previous 13F -2,051 shares

    <0.01% of the 13F portfolio, value $282,371.

    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 4,278 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $549,848.

    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).