Concurrent Investment Advisors, LLC: EGP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on EGP, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 4,174 EGP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 4,174 sharesChange vs previous 13F +82 shares
0.01% of the 13F portfolio, value $845,373.
13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,092 sharesChange vs previous 13F +164 shares
0.01% of the 13F portfolio, value $757,308.
13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,928 sharesChange vs previous 13F +1,019 shares
0.01% of the 13F portfolio, value $699,741.
13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,909 sharesChange vs previous 13F +134 shares
0.01% of the 13F portfolio, value $492,384.
13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,775 sharesChange vs previous 13F +391 shares
0.01% of the 13F portfolio, value $463,764.
13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,384 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $419,946.
13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).