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Concurrent Investment Advisors, LLC: FCVT position timeline

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

Concurrent Investment Advisors, LLC held 283,615 FCVT 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 283,615 shares
    Change vs previous 13F +111,050 shares

    0.13% of the 13F portfolio, value $15,251,425.

    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 172,565 shares
    Change vs previous 13F -174,629 shares

    0.08% of the 13F portfolio, value $7,623,490.

    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 347,194 shares
    Change vs previous 13F +183,410 shares

    0.17% of the 13F portfolio, value $14,941,390.

    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 163,784 shares
    Change vs previous 13F -140,417 shares

    0.12% of the 13F portfolio, value $7,004,649.

    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 304,201 shares
    Change vs previous 13F +147,941 shares

    0.23% of the 13F portfolio, value $11,806,041.

    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 156,260 shares
    Change vs previous 13F +6,985 shares

    0.13% of the 13F portfolio, value $5,455,037.

    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 149,275 shares
    Change vs previous 13F +69,713 shares

    0.15% of the 13F portfolio, value $5,491,827.

    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 79,562 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,840,363.

    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).