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Concurrent Investment Advisors, LLC: COWZ position timeline

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

Concurrent Investment Advisors, LLC held 315,772 COWZ 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 315,772 shares
    Change vs previous 13F +12,477 shares

    0.17% of the 13F portfolio, value $19,641,014.

    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 303,295 shares
    Change vs previous 13F +27,956 shares

    0.21% of the 13F portfolio, value $18,974,107.

    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 275,339 shares
    Change vs previous 13F +36,095 shares

    0.19% of the 13F portfolio, value $16,567,155.

    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 239,244 shares
    Change vs previous 13F +16,741 shares

    0.24% of the 13F portfolio, value $13,749,328.

    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 222,503 shares
    Change vs previous 13F +19,412 shares

    0.24% of the 13F portfolio, value $12,259,616.

    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 203,091 shares
    Change vs previous 13F -128,517 shares

    0.27% of the 13F portfolio, value $11,120,739.

    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 331,608 shares
    Change vs previous 13F +19,963 shares

    0.51% of the 13F portfolio, value $18,729,222.

    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 311,645 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $18,022,418.

    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).