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Concurrent Investment Advisors, LLC: EIM position timeline

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

Concurrent Investment Advisors, LLC held 37,363 EIM 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 37,363 shares
    Change vs previous 13F -2,231 shares

    <0.01% of the 13F portfolio, value $372,135.

    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 39,594 shares
    Change vs previous 13F +14,613 shares

    <0.01% of the 13F portfolio, value $386,833.

    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 24,981 shares
    Change vs previous 13F -10,576 shares

    <0.01% of the 13F portfolio, value $243,065.

    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 35,557 shares
    Change vs previous 13F +3,017 shares

    0.01% of the 13F portfolio, value $353,433.

    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 32,540 shares
    Change vs previous 13F +2,500 shares

    0.01% of the 13F portfolio, value $314,666.

    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 30,040 shares
    Change vs previous 13F -5,067 shares

    0.01% of the 13F portfolio, value $299,501.

    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 35,107 shares
    Change vs previous 13F +1,854 shares

    0.01% of the 13F portfolio, value $363,709.

    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 33,253 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $357,802.

    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).