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Concurrent Investment Advisors, LLC: EFA position timeline

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

Concurrent Investment Advisors, LLC held 418,507 EFA 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 418,507 shares
    Change vs previous 13F +36,527 shares

    0.37% of the 13F portfolio, value $43,474,467.

    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 381,980 shares
    Change vs previous 13F -32,977 shares

    0.41% of the 13F portfolio, value $37,101,753.

    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 414,957 shares
    Change vs previous 13F +92,280 shares

    0.46% of the 13F portfolio, value $39,848,314.

    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 322,677 shares
    Change vs previous 13F +37,706 shares

    0.52% of the 13F portfolio, value $30,128,391.

    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 284,971 shares
    Change vs previous 13F +127,399 shares

    0.49% of the 13F portfolio, value $25,473,592.

    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 157,572 shares
    Change vs previous 13F +69,736 shares

    0.31% of the 13F portfolio, value $12,878,337.

    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 87,836 shares
    Change vs previous 13F -124,945 shares

    0.18% of the 13F portfolio, value $6,641,249.

    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 212,781 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $17,794,876.

    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).