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Concurrent Investment Advisors, LLC: EMXC position timeline

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

Concurrent Investment Advisors, LLC held 79,031 EMXC 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 79,031 shares
    Change vs previous 13F +1,169 shares

    0.07% of the 13F portfolio, value $8,084,843.

    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 77,862 shares
    Change vs previous 13F +2,267 shares

    0.07% of the 13F portfolio, value $6,124,616.

    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 75,595 shares
    Change vs previous 13F +65,384 shares

    0.06% of the 13F portfolio, value $5,494,257.

    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 10,211 shares
    Change vs previous 13F +1,887 shares

    0.01% of the 13F portfolio, value $689,349.

    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 8,324 shares
    Change vs previous 13F -3,593 shares

    0.01% of the 13F portfolio, value $525,582.

    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 11,917 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $656,533.

    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 11,891 shares
    Change vs previous 13F -45,797 shares

    0.02% of the 13F portfolio, value $659,332.

    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 57,688 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,525,293.

    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).