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Concurrent Investment Advisors, LLC: CGDV position timeline

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

Concurrent Investment Advisors, LLC held 971,237 CGDV 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 971,237 shares
    Change vs previous 13F +19,594 shares

    0.41% of the 13F portfolio, value $47,862,549.

    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 951,643 shares
    Change vs previous 13F -74,099 shares

    0.44% of the 13F portfolio, value $40,482,896.

    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 1,025,742 shares
    Change vs previous 13F +331,081 shares

    0.51% of the 13F portfolio, value $44,763,387.

    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 694,661 shares
    Change vs previous 13F +58,656 shares

    0.5% of the 13F portfolio, value $29,196,610.

    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 636,005 shares
    Change vs previous 13F +97,548 shares

    0.49% of the 13F portfolio, value $25,115,825.

    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 538,457 shares
    Change vs previous 13F +140,389 shares

    0.47% of the 13F portfolio, value $19,190,616.

    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 398,068 shares
    Change vs previous 13F +83,315 shares

    0.38% of the 13F portfolio, value $14,035,889.

    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 314,753 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $11,469,614.

    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).