Skip to content
Disclosery

Concurrent Investment Advisors, LLC: DBMF position timeline

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

Concurrent Investment Advisors, LLC held 760,768 DBMF 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 760,768 shares
    Change vs previous 13F +99,674 shares

    0.2% of the 13F portfolio, value $23,287,104.

    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 661,094 shares
    Change vs previous 13F +614,029 shares

    0.22% of the 13F portfolio, value $19,931,973.

    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 47,065 shares
    Change vs previous 13F +14,542 shares

    0.02% of the 13F portfolio, value $1,320,654.

    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 32,523 shares
    Change vs previous 13F +12,136 shares

    0.02% of the 13F portfolio, value $888,207.

    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 20,387 shares
    Change vs previous 13F +6,489 shares

    0.01% of the 13F portfolio, value $524,550.

    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 13,898 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $351,056.

    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).