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Concurrent Investment Advisors, LLC: CGBL position timeline

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

Concurrent Investment Advisors, LLC held 623,389 CGBL 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 623,389 shares
    Change vs previous 13F +50,481 shares

    0.2% of the 13F portfolio, value $23,663,853.

    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 572,908 shares
    Change vs previous 13F -271,041 shares

    0.22% of the 13F portfolio, value $19,713,755.

    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 843,949 shares
    Change vs previous 13F +354,864 shares

    0.34% of the 13F portfolio, value $29,816,721.

    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 489,085 shares
    Change vs previous 13F +133,292 shares

    0.29% of the 13F portfolio, value $16,981,026.

    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 355,793 shares
    Change vs previous 13F +156,545 shares

    0.23% of the 13F portfolio, value $11,897,702.

    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 199,248 shares
    Change vs previous 13F +7,786 shares

    0.15% of the 13F portfolio, value $6,172,717.

    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 191,462 shares
    Change vs previous 13F -2,997 shares

    0.16% of the 13F portfolio, value $5,987,020.

    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 194,459 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,037,938.

    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).