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Concurrent Investment Advisors, LLC: DBEF position timeline

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

Concurrent Investment Advisors, LLC held 261,305 DBEF 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 261,305 shares
    Change vs previous 13F -14,793 shares

    0.12% of the 13F portfolio, value $14,275,093.

    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 276,098 shares
    Change vs previous 13F +2,977 shares

    0.15% of the 13F portfolio, value $13,639,225.

    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 273,121 shares
    Change vs previous 13F +25,828 shares

    0.15% of the 13F portfolio, value $13,139,861.

    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 247,293 shares
    Change vs previous 13F +26,064 shares

    0.2% of the 13F portfolio, value $11,479,344.

    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 221,229 shares
    Change vs previous 13F +8,044 shares

    0.19% of the 13F portfolio, value $9,678,772.

    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 213,185 shares
    Change vs previous 13F +178,241 shares

    0.22% of the 13F portfolio, value $9,230,909.

    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 34,944 shares
    Change vs previous 13F +13,592 shares

    0.04% of the 13F portfolio, value $1,446,665.

    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 21,352 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $897,205.

    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).