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Concurrent Investment Advisors, LLC: DFAS position timeline

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

Concurrent Investment Advisors, LLC held 61,310 DFAS 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 61,310 shares
    Change vs previous 13F +4,702 shares

    0.04% of the 13F portfolio, value $5,048,279.

    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 56,608 shares
    Change vs previous 13F -1,177 shares

    0.04% of the 13F portfolio, value $4,026,515.

    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 57,785 shares
    Change vs previous 13F +4,104 shares

    0.05% of the 13F portfolio, value $4,025,869.

    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 53,681 shares
    Change vs previous 13F +22,265 shares

    0.06% of the 13F portfolio, value $3,674,977.

    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 31,416 shares
    Change vs previous 13F +15,035 shares

    0.04% of the 13F portfolio, value $2,001,493.

    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 16,381 shares
    Change vs previous 13F +10,260 shares

    0.02% of the 13F portfolio, value $978,776.

    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 6,121 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $398,329.

    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).