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Concurrent Investment Advisors, LLC: EDIV position timeline

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

Concurrent Investment Advisors, LLC held 214,873 EDIV 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 214,873 shares
    Change vs previous 13F -7,666 shares

    0.08% of the 13F portfolio, value $8,800,661.

    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 222,539 shares
    Change vs previous 13F -13,761 shares

    0.1% of the 13F portfolio, value $8,785,849.

    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 236,300 shares
    Change vs previous 13F -279 shares

    0.11% of the 13F portfolio, value $9,251,152.

    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 236,579 shares
    Change vs previous 13F -6,228 shares

    0.16% of the 13F portfolio, value $9,191,097.

    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 242,807 shares
    Change vs previous 13F -6,684 shares

    0.18% of the 13F portfolio, value $9,255,804.

    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 249,491 shares
    Change vs previous 13F -4,107 shares

    0.22% of the 13F portfolio, value $8,906,843.

    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 253,598 shares
    Change vs previous 13F -5,858 shares

    0.24% of the 13F portfolio, value $8,945,671.

    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 259,456 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $9,773,712.

    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).