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Concurrent Investment Advisors, LLC: CPA position timeline

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

Concurrent Investment Advisors, LLC held 59,166 CPA 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 59,166 shares
    Change vs previous 13F -434 shares

    0.08% of the 13F portfolio, value $9,204,467.

    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 59,600 shares
    Change vs previous 13F -6,145 shares

    0.07% of the 13F portfolio, value $6,771,113.

    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 65,745 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,929,473.

    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).