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Concurrent Investment Advisors, LLC: CGDG position timeline

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

Concurrent Investment Advisors, LLC held 229,567 CGDG 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 229,567 shares
    Change vs previous 13F +4,523 shares

    0.07% of the 13F portfolio, value $8,611,077.

    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 225,044 shares
    Change vs previous 13F -211,126 shares

    0.09% of the 13F portfolio, value $8,079,078.

    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 436,170 shares
    Change vs previous 13F +212,607 shares

    0.18% of the 13F portfolio, value $15,545,079.

    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 223,563 shares
    Change vs previous 13F +44,617 shares

    0.13% of the 13F portfolio, value $7,746,460.

    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 178,946 shares
    Change vs previous 13F +9,609 shares

    0.12% of the 13F portfolio, value $6,017,959.

    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 169,337 shares
    Change vs previous 13F +3,843 shares

    0.13% of the 13F portfolio, value $5,232,507.

    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 165,494 shares
    Change vs previous 13F -20,239 shares

    0.13% of the 13F portfolio, value $4,905,245.

    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 185,733 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,705,703.

    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).