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Concurrent Investment Advisors, LLC: EME position timeline

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

Concurrent Investment Advisors, LLC held 15,292 EME 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 15,292 shares
    Change vs previous 13F +396 shares

    0.11% of the 13F portfolio, value $12,690,346.

    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 14,896 shares
    Change vs previous 13F -423 shares

    0.12% of the 13F portfolio, value $10,998,204.

    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 15,319 shares
    Change vs previous 13F +1,353 shares

    0.11% of the 13F portfolio, value $9,371,942.

    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 13,966 shares
    Change vs previous 13F +145 shares

    0.16% of the 13F portfolio, value $9,071,335.

    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 13,821 shares
    Change vs previous 13F -412 shares

    0.14% of the 13F portfolio, value $7,392,475.

    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 14,233 shares
    Change vs previous 13F +545 shares

    0.13% of the 13F portfolio, value $5,260,798.

    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 13,688 shares
    Change vs previous 13F -9 shares

    0.17% of the 13F portfolio, value $6,213,006.

    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 13,697 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,896,979.

    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).