Skip to content
Disclosery

Concurrent Investment Advisors, LLC: CGCB position timeline

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

Concurrent Investment Advisors, LLC held 203,488 CGCB 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 203,488 shares
    Change vs previous 13F +14,761 shares

    0.05% of the 13F portfolio, value $5,327,307.

    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 188,727 shares
    Change vs previous 13F -166,239 shares

    0.05% of the 13F portfolio, value $4,955,966.

    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 354,966 shares
    Change vs previous 13F +179,260 shares

    0.11% of the 13F portfolio, value $9,413,704.

    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 175,706 shares
    Change vs previous 13F +45,262 shares

    0.08% of the 13F portfolio, value $4,670,256.

    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 130,444 shares
    Change vs previous 13F +2,788 shares

    0.07% of the 13F portfolio, value $3,430,675.

    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 127,656 shares
    Change vs previous 13F +9,744 shares

    0.08% of the 13F portfolio, value $3,354,811.

    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 117,912 shares
    Change vs previous 13F -2,367 shares

    0.08% of the 13F portfolio, value $3,040,939.

    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 120,279 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,241,532.

    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).