Skip to content
Disclosery

Concurrent Investment Advisors, LLC: F position timeline

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

Concurrent Investment Advisors, LLC held 255,304 F 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 255,304 shares
    Change vs previous 13F -2,040 shares

    0.03% of the 13F portfolio, value $3,006,919.

    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 257,344 shares
    Change vs previous 13F -11,794 shares

    0.03% of the 13F portfolio, value $2,527,067.

    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 269,138 shares
    Change vs previous 13F +19,440 shares

    0.03% of the 13F portfolio, value $3,022,048.

    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 249,698 shares
    Change vs previous 13F +29,611 shares

    0.04% of the 13F portfolio, value $2,526,065.

    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 220,087 shares
    Change vs previous 13F +13,086 shares

    0.04% of the 13F portfolio, value $1,974,245.

    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 207,001 shares
    Change vs previous 13F +41,783 shares

    0.04% of the 13F portfolio, value $1,696,958.

    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 165,218 shares
    Change vs previous 13F -2,548 shares

    0.03% of the 13F portfolio, value $1,261,863.

    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 167,766 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,370,089.

    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).