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Concurrent Investment Advisors, LLC: FLO position timeline

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

Concurrent Investment Advisors, LLC held 30,810 FLO 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 30,810 shares
    Change vs previous 13F +5,688 shares

    <0.01% of the 13F portfolio, value $243,399.

    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 25,122 shares
    Change vs previous 13F -532 shares

    <0.01% of the 13F portfolio, value $204,742.

    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 25,654 shares
    Change vs previous 13F +11,087 shares

    <0.01% of the 13F portfolio, value $279,121.

    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 14,567 shares
    Change vs previous 13F +618 shares

    <0.01% of the 13F portfolio, value $190,097.

    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 13,949 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $222,897.

    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 13,915 shares
    Change vs previous 13F -708 shares

    0.01% of the 13F portfolio, value $264,532.

    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 14,623 shares
    Change vs previous 13F -207 shares

    0.01% of the 13F portfolio, value $302,101.

    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 14,830 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $342,122.

    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).