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Concurrent Investment Advisors, LLC: EPS position timeline

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

Concurrent Investment Advisors, LLC held 8,472 EPS 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 8,472 shares
    Change vs previous 13F -2,564 shares

    0.01% of the 13F portfolio, value $659,015.

    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 11,036 shares
    Change vs previous 13F -24,425 shares

    0.01% of the 13F portfolio, value $751,632.

    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 35,461 shares
    Change vs previous 13F -2,842 shares

    0.03% of the 13F portfolio, value $2,512,792.

    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 38,303 shares
    Change vs previous 13F +660 shares

    0.05% of the 13F portfolio, value $2,640,609.

    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 37,643 shares
    Change vs previous 13F -7,131 shares

    0.05% of the 13F portfolio, value $2,409,528.

    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 44,774 shares
    Change vs previous 13F +38,190 shares

    0.06% of the 13F portfolio, value $2,654,203.

    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 6,584 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $402,809.

    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).