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Concurrent Investment Advisors, LLC: CGGR position timeline

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

Concurrent Investment Advisors, LLC held 1,116,891 CGGR 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 1,116,891 shares
    Change vs previous 13F +104,830 shares

    0.45% of the 13F portfolio, value $52,717,276.

    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 1,012,061 shares
    Change vs previous 13F -231,073 shares

    0.44% of the 13F portfolio, value $40,674,752.

    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 1,243,134 shares
    Change vs previous 13F +677,835 shares

    0.63% of the 13F portfolio, value $55,282,164.

    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 565,299 shares
    Change vs previous 13F +166,559 shares

    0.43% of the 13F portfolio, value $24,827,941.

    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 398,740 shares
    Change vs previous 13F +113,561 shares

    0.31% of the 13F portfolio, value $16,208,777.

    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 285,179 shares
    Change vs previous 13F +166,329 shares

    0.24% of the 13F portfolio, value $9,767,395.

    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 118,850 shares
    Change vs previous 13F +74,602 shares

    0.12% of the 13F portfolio, value $4,417,649.

    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 44,248 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,539,376.

    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).