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Concurrent Investment Advisors, LLC: FGD position timeline

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

Concurrent Investment Advisors, LLC held 66,822 FGD 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 66,822 shares
    Change vs previous 13F +3,833 shares

    0.02% of the 13F portfolio, value $2,137,654.

    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 62,989 shares
    Change vs previous 13F +12,921 shares

    0.02% of the 13F portfolio, value $2,011,214.

    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 50,068 shares
    Change vs previous 13F +13,200 shares

    0.02% of the 13F portfolio, value $1,515,575.

    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 36,868 shares
    Change vs previous 13F +1,133 shares

    0.02% of the 13F portfolio, value $1,059,949.

    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 35,735 shares
    Change vs previous 13F +5,277 shares

    0.02% of the 13F portfolio, value $984,129.

    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 30,458 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $737,092.

    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 30,455 shares
    Change vs previous 13F -64 shares

    0.02% of the 13F portfolio, value $677,327.

    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 30,519 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $743,157.

    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).