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Concurrent Investment Advisors, LLC: DDWM position timeline

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

Concurrent Investment Advisors, LLC held 9,980 DDWM 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 9,980 shares
    Change vs previous 13F -1,716 shares

    <0.01% of the 13F portfolio, value $460,876.

    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 11,696 shares
    Change vs previous 13F -135,716 shares

    0.01% of the 13F portfolio, value $515,911.

    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 147,412 shares
    Change vs previous 13F +110,393 shares

    0.07% of the 13F portfolio, value $6,418,318.

    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 37,019 shares
    Change vs previous 13F +3,831 shares

    0.03% of the 13F portfolio, value $1,547,394.

    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 33,188 shares
    Change vs previous 13F +2,243 shares

    0.03% of the 13F portfolio, value $1,316,236.

    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 30,945 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,138,467.

    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).