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Concurrent Investment Advisors, LLC: FESM position timeline

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

Concurrent Investment Advisors, LLC held 101,388 FESM 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 101,388 shares
    Change vs previous 13F -28,545 shares

    0.04% of the 13F portfolio, value $4,896,016.

    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 129,933 shares
    Change vs previous 13F +9,526 shares

    0.05% of the 13F portfolio, value $4,937,424.

    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 120,407 shares
    Change vs previous 13F +67,136 shares

    0.05% of the 13F portfolio, value $4,549,004.

    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 53,271 shares
    Change vs previous 13F +41,011 shares

    0.03% of the 13F portfolio, value $1,947,598.

    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 12,260 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $392,209.

    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).