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Concurrent Investment Advisors, LLC: CION position timeline

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

Concurrent Investment Advisors, LLC held 30,842 CION 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 30,842 shares
    Change vs previous 13F -9,731 shares

    <0.01% of the 13F portfolio, value $192,146.

    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 40,573 shares
    Change vs previous 13F -4,501 shares

    <0.01% of the 13F portfolio, value $277,518.

    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 45,074 shares
    Change vs previous 13F -740 shares

    <0.01% of the 13F portfolio, value $435,870.

    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 45,814 shares
    Change vs previous 13F -5,472 shares

    0.01% of the 13F portfolio, value $434,318.

    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 51,286 shares
    Change vs previous 13F +8,303 shares

    0.01% of the 13F portfolio, value $490,806.

    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 42,983 shares
    Change vs previous 13F +161 shares

    0.01% of the 13F portfolio, value $444,879.

    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 42,822 shares
    Change vs previous 13F +1,093 shares

    0.01% of the 13F portfolio, value $488,169.

    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 41,729 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $496,580.

    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).