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Concurrent Investment Advisors, LLC: FDD position timeline

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

Concurrent Investment Advisors, LLC held 82,864 FDD 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 82,864 shares
    Change vs previous 13F +6,769 shares

    0.01% of the 13F portfolio, value $1,537,120.

    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 76,095 shares
    Change vs previous 13F +17,544 shares

    0.01% of the 13F portfolio, value $1,355,244.

    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 58,551 shares
    Change vs previous 13F +25,466 shares

    0.01% of the 13F portfolio, value $1,024,643.

    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 33,085 shares
    Change vs previous 13F +4,571 shares

    0.01% of the 13F portfolio, value $534,320.

    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 28,514 shares
    Change vs previous 13F +14,085 shares

    0.01% of the 13F portfolio, value $443,111.

    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 14,429 shares
    Change vs previous 13F -628 shares

    <0.01% of the 13F portfolio, value $195,805.

    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 15,057 shares
    Change vs previous 13F -9,219 shares

    <0.01% of the 13F portfolio, value $169,487.

    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 24,276 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $302,485.

    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).