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Concurrent Investment Advisors, LLC: FIXD position timeline

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

Concurrent Investment Advisors, LLC held 60,450 FIXD 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 60,450 shares
    Change vs previous 13F +3,245 shares

    0.02% of the 13F portfolio, value $2,636,246.

    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 57,205 shares
    Change vs previous 13F -14,181 shares

    0.03% of the 13F portfolio, value $2,493,561.

    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 71,386 shares
    Change vs previous 13F -13,972 shares

    0.04% of the 13F portfolio, value $3,163,806.

    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 85,358 shares
    Change vs previous 13F +21,610 shares

    0.07% of the 13F portfolio, value $3,791,615.

    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 63,748 shares
    Change vs previous 13F +711 shares

    0.05% of the 13F portfolio, value $2,797,905.

    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 63,037 shares
    Change vs previous 13F -9,956 shares

    0.07% of the 13F portfolio, value $2,763,561.

    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 72,993 shares
    Change vs previous 13F -11,179 shares

    0.08% of the 13F portfolio, value $3,136,520.

    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 84,172 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,807,927.

    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).