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Concurrent Investment Advisors, LLC: DGRW position timeline

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

Concurrent Investment Advisors, LLC held 276,849 DGRW 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 276,849 shares
    Change vs previous 13F +4,292 shares

    0.23% of the 13F portfolio, value $26,472,310.

    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 272,557 shares
    Change vs previous 13F -78,632 shares

    0.26% of the 13F portfolio, value $23,941,399.

    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 351,189 shares
    Change vs previous 13F -15,962 shares

    0.36% of the 13F portfolio, value $31,406,824.

    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 367,151 shares
    Change vs previous 13F -11,152 shares

    0.56% of the 13F portfolio, value $32,661,718.

    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 378,303 shares
    Change vs previous 13F +16,534 shares

    0.61% of the 13F portfolio, value $31,679,117.

    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 361,769 shares
    Change vs previous 13F +94,203 shares

    0.7% of the 13F portfolio, value $28,890,910.

    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 267,566 shares
    Change vs previous 13F +6,654 shares

    0.59% of the 13F portfolio, value $21,654,123.

    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).

  8. period ended2024-09-30
    13F 260,912 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $21,710,473.

    13F-HR 0002001015-24-000007 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).