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Concurrent Investment Advisors, LLC: CGGO position timeline

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

Concurrent Investment Advisors, LLC held 109,464 CGGO 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 109,464 shares
    Change vs previous 13F +4,883 shares

    0.04% of the 13F portfolio, value $4,633,609.

    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 104,581 shares
    Change vs previous 13F -62,657 shares

    0.04% of the 13F portfolio, value $3,489,864.

    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 167,238 shares
    Change vs previous 13F +74,935 shares

    0.07% of the 13F portfolio, value $5,794,813.

    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 92,303 shares
    Change vs previous 13F +20,808 shares

    0.05% of the 13F portfolio, value $3,153,979.

    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 71,495 shares
    Change vs previous 13F +28,321 shares

    0.04% of the 13F portfolio, value $2,285,709.

    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 43,174 shares
    Change vs previous 13F +11,265 shares

    0.03% of the 13F portfolio, value $1,223,132.

    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 31,909 shares
    Change vs previous 13F +5,716 shares

    0.03% of the 13F portfolio, value $932,383.

    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 26,193 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $789,728.

    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).