Skip to content
Disclosery

Concurrent Investment Advisors, LLC: EFG position timeline

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

Concurrent Investment Advisors, LLC held 100,969 EFG 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 100,969 shares
    Change vs previous 13F +13,394 shares

    0.11% of the 13F portfolio, value $12,562,474.

    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 87,575 shares
    Change vs previous 13F +76,477 shares

    0.11% of the 13F portfolio, value $9,753,200.

    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 11,098 shares
    Change vs previous 13F +1,222 shares

    0.01% of the 13F portfolio, value $1,264,304.

    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 9,876 shares
    Change vs previous 13F -6,419 shares

    0.02% of the 13F portfolio, value $1,124,650.

    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 16,295 shares
    Change vs previous 13F +2,461 shares

    0.04% of the 13F portfolio, value $1,824,987.

    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 13,834 shares
    Change vs previous 13F -4,578 shares

    0.03% of the 13F portfolio, value $1,383,355.

    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 18,412 shares
    Change vs previous 13F -1,855 shares

    0.05% of the 13F portfolio, value $1,782,825.

    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 20,267 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,181,710.

    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).