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Concurrent Investment Advisors, LLC: FNDE position timeline

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

Concurrent Investment Advisors, LLC held 390,468 FNDE 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 390,468 shares
    Change vs previous 13F +22,964 shares

    0.13% of the 13F portfolio, value $15,493,775.

    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 367,504 shares
    Change vs previous 13F +208,145 shares

    0.15% of the 13F portfolio, value $14,060,676.

    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 159,359 shares
    Change vs previous 13F +6,768 shares

    0.07% of the 13F portfolio, value $5,746,473.

    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 152,591 shares
    Change vs previous 13F +9,643 shares

    0.1% of the 13F portfolio, value $5,517,696.

    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 142,948 shares
    Change vs previous 13F +4,001 shares

    0.09% of the 13F portfolio, value $4,718,730.

    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 138,947 shares
    Change vs previous 13F +11,411 shares

    0.1% of the 13F portfolio, value $4,279,564.

    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 127,536 shares
    Change vs previous 13F +3,209 shares

    0.1% of the 13F portfolio, value $3,704,910.

    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 124,327 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,012,048.

    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).