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Disclosery

Concurrent Investment Advisors, LLC: EW position timeline

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

Concurrent Investment Advisors, LLC held 37,099 EW 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 37,099 shares
    Change vs previous 13F +4,610 shares

    0.03% of the 13F portfolio, value $3,355,975.

    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 32,489 shares
    Change vs previous 13F +1,159 shares

    0.03% of the 13F portfolio, value $2,601,685.

    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 31,330 shares
    Change vs previous 13F +1,135 shares

    0.03% of the 13F portfolio, value $2,670,846.

    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 30,195 shares
    Change vs previous 13F -195 shares

    0.04% of the 13F portfolio, value $2,348,231.

    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 30,390 shares
    Change vs previous 13F +3,481 shares

    0.05% of the 13F portfolio, value $2,376,767.

    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 26,909 shares
    Change vs previous 13F +7,283 shares

    0.05% of the 13F portfolio, value $1,950,332.

    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 19,626 shares
    Change vs previous 13F +439 shares

    0.04% of the 13F portfolio, value $1,452,880.

    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 19,187 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,266,154.

    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).