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Concurrent Investment Advisors, LLC: ESGD position timeline

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

Concurrent Investment Advisors, LLC held 10,155 ESGD 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 10,155 shares
    Change vs previous 13F +2,375 shares

    0.01% of the 13F portfolio, value $1,044,027.

    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 7,780 shares
    Change vs previous 13F +3,692 shares

    0.01% of the 13F portfolio, value $743,888.

    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 4,088 shares
    Change vs previous 13F +1,177 shares

    <0.01% of the 13F portfolio, value $388,728.

    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 2,911 shares
    Change vs previous 13F -94 shares

    <0.01% of the 13F portfolio, value $270,665.

    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 3,005 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $268,106.

    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).