Skip to content
Disclosery

Concurrent Investment Advisors, LLC: ERC position timeline

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

Concurrent Investment Advisors, LLC held 29,253 ERC 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 29,253 shares
    Change vs previous 13F +772 shares

    <0.01% of the 13F portfolio, value $269,420.

    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 28,481 shares
    Change vs previous 13F -69 shares

    <0.01% of the 13F portfolio, value $256,614.

    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 28,550 shares
    Change vs previous 13F -429 shares

    <0.01% of the 13F portfolio, value $265,515.

    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 28,979 shares
    Change vs previous 13F +6,445 shares

    <0.01% of the 13F portfolio, value $277,619.

    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 22,534 shares
    Change vs previous 13F +567 shares

    <0.01% of the 13F portfolio, value $212,946.

    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 21,967 shares
    Change vs previous 13F +2,095 shares

    <0.01% of the 13F portfolio, value $202,536.

    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 19,872 shares
    Change vs previous 13F +6,101 shares

    <0.01% of the 13F portfolio, value $182,624.

    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 13,771 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $131,926.

    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).