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Concurrent Investment Advisors, LLC: EVER position timeline

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

Concurrent Investment Advisors, LLC held 28,299 EVER 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 28,299 shares
    Change vs previous 13F +1,187 shares

    0.01% of the 13F portfolio, value $673,234.

    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 27,112 shares
    Change vs previous 13F +1,155 shares

    <0.01% of the 13F portfolio, value $418,067.

    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 25,957 shares
    Change vs previous 13F +14,785 shares

    0.01% of the 13F portfolio, value $700,839.

    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 11,172 shares
    Change vs previous 13F +1,168 shares

    <0.01% of the 13F portfolio, value $255,504.

    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 10,004 shares
    Change vs previous 13F +695 shares

    <0.01% of the 13F portfolio, value $241,897.

    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 9,309 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $243,803.

    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).