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Concurrent Investment Advisors, LLC: CORZ position timeline

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

Concurrent Investment Advisors, LLC held 401,348 CORZ 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 401,348 shares
    Change vs previous 13F +38,497 shares

    0.09% of the 13F portfolio, value $10,270,489.

    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 362,851 shares
    Change vs previous 13F +52,972 shares

    0.06% of the 13F portfolio, value $5,428,247.

    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 309,879 shares
    Change vs previous 13F +81,633 shares

    0.05% of the 13F portfolio, value $4,511,834.

    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 228,246 shares
    Change vs previous 13F -10,517 shares

    0.07% of the 13F portfolio, value $4,094,740.

    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 238,763 shares
    Change vs previous 13F -631 shares

    0.08% of the 13F portfolio, value $4,075,685.

    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 239,394 shares
    Change vs previous 13F -10,179 shares

    0.04% of the 13F portfolio, value $1,733,210.

    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 249,573 shares
    Change vs previous 13F -5,161 shares

    0.1% of the 13F portfolio, value $3,506,501.

    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 254,734 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,021,140.

    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).