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Concurrent Investment Advisors, LLC: DFAC position timeline

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

Concurrent Investment Advisors, LLC held 371,019 DFAC 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 371,019 shares
    Change vs previous 13F +18,519 shares

    0.14% of the 13F portfolio, value $16,458,370.

    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 352,500 shares
    Change vs previous 13F +309,844 shares

    0.15% of the 13F portfolio, value $13,698,133.

    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 42,656 shares
    Change vs previous 13F +9,754 shares

    0.02% of the 13F portfolio, value $1,688,759.

    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 32,902 shares
    Change vs previous 13F +1,004 shares

    0.02% of the 13F portfolio, value $1,269,029.

    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 31,898 shares
    Change vs previous 13F +22,358 shares

    0.02% of the 13F portfolio, value $1,143,207.

    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 9,540 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $314,725.

    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).