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Concurrent Investment Advisors, LLC: CGMM position timeline

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

Concurrent Investment Advisors, LLC held 165,625 CGMM 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 165,625 shares
    Change vs previous 13F -152,036 shares

    0.05% of the 13F portfolio, value $5,460,637.

    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 317,661 shares
    Change vs previous 13F -51,413 shares

    0.1% of the 13F portfolio, value $9,326,541.

    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 369,074 shares
    Change vs previous 13F +60,171 shares

    0.12% of the 13F portfolio, value $10,644,089.

    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 308,903 shares
    Change vs previous 13F +211,957 shares

    0.15% of the 13F portfolio, value $8,769,759.

    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 96,946 shares
    Change vs previous 13F +56,382 shares

    0.05% of the 13F portfolio, value $2,605,901.

    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 40,564 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $969,083.

    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).