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Concurrent Investment Advisors, LLC: FIIG position timeline

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

Concurrent Investment Advisors, LLC held 56,069 FIIG 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 56,069 shares
    Change vs previous 13F +19,791 shares

    0.01% of the 13F portfolio, value $1,161,185.

    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 36,278 shares
    Change vs previous 13F -634,588 shares

    0.01% of the 13F portfolio, value $752,760.

    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 670,866 shares
    Change vs previous 13F +358,716 shares

    0.16% of the 13F portfolio, value $14,222,356.

    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 312,150 shares
    Change vs previous 13F -187,973 shares

    0.11% of the 13F portfolio, value $6,626,947.

    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 500,123 shares
    Change vs previous 13F +489,720 shares

    0.2% of the 13F portfolio, value $10,492,571.

    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 10,403 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $215,862.

    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).