Skip to content
Disclosery

Concurrent Investment Advisors, LLC: DDIV position timeline

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

Concurrent Investment Advisors, LLC held 91,063 DDIV 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 91,063 shares
    Change vs previous 13F +5,868 shares

    0.04% of the 13F portfolio, value $4,105,996.

    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 85,195 shares
    Change vs previous 13F +5,540 shares

    0.04% of the 13F portfolio, value $3,445,551.

    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 79,655 shares
    Change vs previous 13F +45,324 shares

    0.04% of the 13F portfolio, value $3,308,859.

    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 34,331 shares
    Change vs previous 13F +20,001 shares

    0.02% of the 13F portfolio, value $1,379,843.

    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 14,330 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $547,403.

    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).