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Concurrent Investment Advisors, LLC: CGUS position timeline

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

Concurrent Investment Advisors, LLC held 95,268 CGUS 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 95,268 shares
    Change vs previous 13F -35,416 shares

    0.04% of the 13F portfolio, value $4,237,558.

    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 130,684 shares
    Change vs previous 13F -66,201 shares

    0.05% of the 13F portfolio, value $5,020,864.

    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 196,885 shares
    Change vs previous 13F +78,161 shares

    0.09% of the 13F portfolio, value $7,920,711.

    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 118,724 shares
    Change vs previous 13F +26,407 shares

    0.08% of the 13F portfolio, value $4,694,336.

    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 92,317 shares
    Change vs previous 13F +52,296 shares

    0.07% of the 13F portfolio, value $3,409,258.

    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 40,021 shares
    Change vs previous 13F +1,875 shares

    0.03% of the 13F portfolio, value $1,336,693.

    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 38,146 shares
    Change vs previous 13F +6,175 shares

    0.04% of the 13F portfolio, value $1,333,970.

    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 31,971 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,095,952.

    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).