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Concurrent Investment Advisors, LLC: CGCP position timeline

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

Concurrent Investment Advisors, LLC held 231,978 CGCP 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 231,978 shares
    Change vs previous 13F -9,819 shares

    0.04% of the 13F portfolio, value $5,170,803.

    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 241,797 shares
    Change vs previous 13F -196,820 shares

    0.06% of the 13F portfolio, value $5,401,733.

    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 438,617 shares
    Change vs previous 13F +148,065 shares

    0.11% of the 13F portfolio, value $9,930,306.

    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 290,552 shares
    Change vs previous 13F -92,042 shares

    0.11% of the 13F portfolio, value $6,601,337.

    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 382,594 shares
    Change vs previous 13F +22,454 shares

    0.17% of the 13F portfolio, value $8,608,355.

    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 360,140 shares
    Change vs previous 13F +18,199 shares

    0.2% of the 13F portfolio, value $8,085,138.

    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 341,941 shares
    Change vs previous 13F +11,831 shares

    0.21% of the 13F portfolio, value $7,591,095.

    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 330,110 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,632,145.

    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).