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Concurrent Investment Advisors, LLC: CTVA position timeline

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

Concurrent Investment Advisors, LLC held 41,872 CTVA 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 41,872 shares
    Change vs previous 13F +5,892 shares

    0.03% of the 13F portfolio, value $3,546,132.

    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 35,980 shares
    Change vs previous 13F +5,699 shares

    0.03% of the 13F portfolio, value $3,011,902.

    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 30,281 shares
    Change vs previous 13F +5,057 shares

    0.02% of the 13F portfolio, value $2,029,754.

    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 25,224 shares
    Change vs previous 13F -85 shares

    0.03% of the 13F portfolio, value $1,705,889.

    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 25,309 shares
    Change vs previous 13F +4,568 shares

    0.04% of the 13F portfolio, value $1,886,265.

    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 20,741 shares
    Change vs previous 13F +15,016 shares

    0.03% of the 13F portfolio, value $1,305,241.

    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 5,725 shares
    Change vs previous 13F +1,054 shares

    0.01% of the 13F portfolio, value $326,106.

    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 4,671 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $274,597.

    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).