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Concurrent Investment Advisors, LLC: DSL position timeline

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

Concurrent Investment Advisors, LLC held 136,339 DSL 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 136,339 shares
    Change vs previous 13F -3,600 shares

    0.01% of the 13F portfolio, value $1,507,910.

    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 139,939 shares
    Change vs previous 13F +6,137 shares

    0.02% of the 13F portfolio, value $1,515,539.

    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 133,802 shares
    Change vs previous 13F +8,130 shares

    0.02% of the 13F portfolio, value $1,507,949.

    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 125,672 shares
    Change vs previous 13F +8,786 shares

    0.03% of the 13F portfolio, value $1,543,252.

    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 116,886 shares
    Change vs previous 13F +7,812 shares

    0.03% of the 13F portfolio, value $1,430,687.

    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 109,074 shares
    Change vs previous 13F +39,318 shares

    0.03% of the 13F portfolio, value $1,375,423.

    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 69,756 shares
    Change vs previous 13F +47,010 shares

    0.02% of the 13F portfolio, value $876,833.

    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 22,746 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $295,243.

    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).