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Concurrent Investment Advisors, LLC: FEMB position timeline

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

Concurrent Investment Advisors, LLC held 451,677 FEMB 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 451,677 shares
    Change vs previous 13F +180,123 shares

    0.11% of the 13F portfolio, value $13,197,995.

    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 271,554 shares
    Change vs previous 13F +251,074 shares

    0.09% of the 13F portfolio, value $7,803,609.

    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 20,480 shares
    Change vs previous 13F +5,285 shares

    0.01% of the 13F portfolio, value $610,315.

    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 15,195 shares
    Change vs previous 13F -57,472 shares

    0.01% of the 13F portfolio, value $445,831.

    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 72,667 shares
    Change vs previous 13F +59,842 shares

    0.04% of the 13F portfolio, value $2,098,624.

    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 12,825 shares
    Change vs previous 13F -688 shares

    0.01% of the 13F portfolio, value $344,855.

    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 13,513 shares
    Change vs previous 13F -95,925 shares

    0.01% of the 13F portfolio, value $351,078.

    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 109,438 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,171,513.

    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).