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Concurrent Investment Advisors, LLC: FENI position timeline

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

Concurrent Investment Advisors, LLC held 528,384 FENI 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 528,384 shares
    Change vs previous 13F +2,543 shares

    0.18% of the 13F portfolio, value $21,204,052.

    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 525,841 shares
    Change vs previous 13F +100,581 shares

    0.21% of the 13F portfolio, value $19,561,270.

    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 425,260 shares
    Change vs previous 13F +51,376 shares

    0.18% of the 13F portfolio, value $15,556,017.

    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 373,884 shares
    Change vs previous 13F +58,373 shares

    0.23% of the 13F portfolio, value $13,190,622.

    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 315,511 shares
    Change vs previous 13F +266,178 shares

    0.2% of the 13F portfolio, value $10,493,909.

    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 49,333 shares
    Change vs previous 13F -1,058 shares

    0.04% of the 13F portfolio, value $1,468,142.

    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 50,391 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,387,264.

    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).