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Concurrent Investment Advisors, LLC: FID position timeline

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

Concurrent Investment Advisors, LLC held 79,588 FID 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 79,588 shares
    Change vs previous 13F +13,585 shares

    0.01% of the 13F portfolio, value $1,707,932.

    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 66,003 shares
    Change vs previous 13F +7,010 shares

    0.02% of the 13F portfolio, value $1,382,438.

    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 58,993 shares
    Change vs previous 13F +2,043 shares

    0.01% of the 13F portfolio, value $1,212,299.

    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 56,950 shares
    Change vs previous 13F +17,510 shares

    0.02% of the 13F portfolio, value $1,121,908.

    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 39,440 shares
    Change vs previous 13F +6,361 shares

    0.01% of the 13F portfolio, value $758,032.

    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 33,079 shares
    Change vs previous 13F +4,769 shares

    0.01% of the 13F portfolio, value $570,614.

    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 28,310 shares
    Change vs previous 13F -1,746 shares

    0.01% of the 13F portfolio, value $460,895.

    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 30,056 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $527,792.

    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).