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Concurrent Investment Advisors, LLC: ET position timeline

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

Concurrent Investment Advisors, LLC held 360,079 ET 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 360,079 shares
    Change vs previous 13F +14,524 shares

    0.06% of the 13F portfolio, value $6,884,701.

    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 345,555 shares
    Change vs previous 13F +12,249 shares

    0.07% of the 13F portfolio, value $6,669,218.

    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 333,306 shares
    Change vs previous 13F +116,531 shares

    0.06% of the 13F portfolio, value $5,496,223.

    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 216,775 shares
    Change vs previous 13F -1,883 shares

    0.06% of the 13F portfolio, value $3,719,854.

    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 218,658 shares
    Change vs previous 13F +51,676 shares

    0.08% of the 13F portfolio, value $3,964,274.

    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 166,982 shares
    Change vs previous 13F +37,156 shares

    0.08% of the 13F portfolio, value $3,104,198.

    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 129,826 shares
    Change vs previous 13F +33,723 shares

    0.07% of the 13F portfolio, value $2,543,299.

    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 96,103 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,542,449.

    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).