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Concurrent Investment Advisors, LLC: D position timeline

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

Concurrent Investment Advisors, LLC held 36,717 D 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 36,717 shares
    Change vs previous 13F +3,390 shares

    0.02% of the 13F portfolio, value $2,507,437.

    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 33,327 shares
    Change vs previous 13F +397 shares

    0.02% of the 13F portfolio, value $2,060,324.

    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 32,930 shares
    Change vs previous 13F +3,075 shares

    0.02% of the 13F portfolio, value $1,929,343.

    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 29,855 shares
    Change vs previous 13F +275 shares

    0.03% of the 13F portfolio, value $1,826,202.

    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 29,580 shares
    Change vs previous 13F -5,958 shares

    0.03% of the 13F portfolio, value $1,671,864.

    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 35,538 shares
    Change vs previous 13F +1,902 shares

    0.05% of the 13F portfolio, value $1,992,632.

    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 33,636 shares
    Change vs previous 13F -1,749 shares

    0.05% of the 13F portfolio, value $1,811,653.

    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 35,385 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,044,877.

    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).