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Concurrent Investment Advisors, LLC: EFV position timeline

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

Concurrent Investment Advisors, LLC held 411,458 EFV 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 411,458 shares
    Change vs previous 13F +89,390 shares

    0.27% of the 13F portfolio, value $31,497,093.

    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 322,068 shares
    Change vs previous 13F +182,033 shares

    0.26% of the 13F portfolio, value $23,945,790.

    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 140,035 shares
    Change vs previous 13F +58,131 shares

    0.11% of the 13F portfolio, value $9,999,876.

    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 81,904 shares
    Change vs previous 13F +32,281 shares

    0.1% of the 13F portfolio, value $5,555,521.

    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 49,623 shares
    Change vs previous 13F +20,319 shares

    0.06% of the 13F portfolio, value $3,150,071.

    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 29,304 shares
    Change vs previous 13F -3,534 shares

    0.04% of the 13F portfolio, value $1,727,188.

    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 32,838 shares
    Change vs previous 13F -27,666 shares

    0.05% of the 13F portfolio, value $1,723,005.

    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 60,504 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,480,789.

    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).