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Concurrent Investment Advisors, LLC: CME position timeline

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

Concurrent Investment Advisors, LLC held 75,674 CME 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 75,674 shares
    Change vs previous 13F +3,675 shares

    0.14% of the 13F portfolio, value $16,711,221.

    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 71,999 shares
    Change vs previous 13F +3,536 shares

    0.23% of the 13F portfolio, value $21,264,827.

    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 68,463 shares
    Change vs previous 13F +56,256 shares

    0.21% of the 13F portfolio, value $18,695,811.

    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 12,207 shares
    Change vs previous 13F -419 shares

    0.06% of the 13F portfolio, value $3,298,331.

    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 12,626 shares
    Change vs previous 13F +7,198 shares

    0.07% of the 13F portfolio, value $3,480,051.

    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 5,428 shares
    Change vs previous 13F -1,997 shares

    0.04% of the 13F portfolio, value $1,439,949.

    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 7,425 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $1,724,360.

    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 7,440 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,641,716.

    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).