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Concurrent Investment Advisors, LLC: EEM position timeline

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

Concurrent Investment Advisors, LLC held 466,139 EEM 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 466,139 shares
    Change vs previous 13F +295,892 shares

    0.27% of the 13F portfolio, value $31,888,567.

    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 170,247 shares
    Change vs previous 13F +26,921 shares

    0.11% of the 13F portfolio, value $9,668,314.

    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 143,326 shares
    Change vs previous 13F +71,369 shares

    0.09% of the 13F portfolio, value $7,841,381.

    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 71,957 shares
    Change vs previous 13F +9,038 shares

    0.07% of the 13F portfolio, value $3,842,503.

    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 62,919 shares
    Change vs previous 13F +8,914 shares

    0.06% of the 13F portfolio, value $3,035,207.

    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 54,005 shares
    Change vs previous 13F -22,015 shares

    0.06% of the 13F portfolio, value $2,360,035.

    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 76,020 shares
    Change vs previous 13F +3,694 shares

    0.09% of the 13F portfolio, value $3,179,156.

    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 72,326 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,316,868.

    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).