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Concurrent Investment Advisors, LLC: CGMS position timeline

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

Concurrent Investment Advisors, LLC held 307,249 CGMS 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 307,249 shares
    Change vs previous 13F +36,922 shares

    0.07% of the 13F portfolio, value $8,397,123.

    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 270,327 shares
    Change vs previous 13F -186,912 shares

    0.08% of the 13F portfolio, value $7,360,993.

    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 457,239 shares
    Change vs previous 13F +220,265 shares

    0.14% of the 13F portfolio, value $12,628,938.

    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 236,974 shares
    Change vs previous 13F +48,421 shares

    0.11% of the 13F portfolio, value $6,576,026.

    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 188,553 shares
    Change vs previous 13F +33,459 shares

    0.1% of the 13F portfolio, value $5,207,836.

    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 155,094 shares
    Change vs previous 13F -1,017 shares

    0.1% of the 13F portfolio, value $4,234,056.

    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 156,111 shares
    Change vs previous 13F -11,485 shares

    0.12% of the 13F portfolio, value $4,258,701.

    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 167,596 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,665,881.

    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).