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Concurrent Investment Advisors, LLC: FLGV position timeline

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

Concurrent Investment Advisors, LLC held 500,532 FLGV 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 500,532 shares
    Change vs previous 13F +29,278 shares

    0.09% of the 13F portfolio, value $10,150,791.

    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 471,254 shares
    Change vs previous 13F +46,359 shares

    0.11% of the 13F portfolio, value $9,627,716.

    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 424,895 shares
    Change vs previous 13F +30,542 shares

    0.1% of the 13F portfolio, value $8,718,840.

    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 394,353 shares
    Change vs previous 13F +55,343 shares

    0.14% of the 13F portfolio, value $8,139,447.

    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 339,010 shares
    Change vs previous 13F +38,273 shares

    0.14% of the 13F portfolio, value $6,966,663.

    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 300,737 shares
    Change vs previous 13F +77,513 shares

    0.15% of the 13F portfolio, value $6,184,651.

    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 223,224 shares
    Change vs previous 13F +66,578 shares

    0.12% of the 13F portfolio, value $4,491,276.

    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 156,646 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,298,959.

    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).