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Concurrent Investment Advisors, LLC: ENB position timeline

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

Concurrent Investment Advisors, LLC held 75,270 ENB 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 75,270 shares
    Change vs previous 13F +9,128 shares

    0.03% of the 13F portfolio, value $4,080,391.

    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 66,142 shares
    Change vs previous 13F -627 shares

    0.04% of the 13F portfolio, value $3,580,894.

    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 66,769 shares
    Change vs previous 13F +16,291 shares

    0.04% of the 13F portfolio, value $3,193,541.

    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 50,478 shares
    Change vs previous 13F -1,157 shares

    0.04% of the 13F portfolio, value $2,547,131.

    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 51,635 shares
    Change vs previous 13F +2,532 shares

    0.05% of the 13F portfolio, value $2,340,111.

    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 49,103 shares
    Change vs previous 13F -992 shares

    0.05% of the 13F portfolio, value $2,175,742.

    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 50,095 shares
    Change vs previous 13F +841 shares

    0.06% of the 13F portfolio, value $2,125,516.

    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 49,254 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,000,186.

    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).