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Concurrent Investment Advisors, LLC: CLIP position timeline

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

Concurrent Investment Advisors, LLC held 40,760 CLIP 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 40,760 shares
    Change vs previous 13F +19,279 shares

    0.03% of the 13F portfolio, value $4,089,890.

    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 21,481 shares
    Change vs previous 13F +2,125 shares

    0.02% of the 13F portfolio, value $2,155,785.

    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 19,356 shares
    Change vs previous 13F +556 shares

    0.02% of the 13F portfolio, value $1,937,777.

    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 18,800 shares
    Change vs previous 13F +3,814 shares

    0.03% of the 13F portfolio, value $1,887,909.

    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 14,986 shares
    Change vs previous 13F +189 shares

    0.03% of the 13F portfolio, value $1,504,877.

    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 14,797 shares
    Change vs previous 13F +2,440 shares

    0.04% of the 13F portfolio, value $1,486,218.

    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 12,357 shares
    Change vs previous 13F +5,996 shares

    0.03% of the 13F portfolio, value $1,236,887.

    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 6,361 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $639,260.

    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).