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Concurrent Investment Advisors, LLC: FPE position timeline

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

Concurrent Investment Advisors, LLC held 862,964 FPE 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 862,964 shares
    Change vs previous 13F +303,103 shares

    0.13% of the 13F portfolio, value $15,429,800.

    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 559,861 shares
    Change vs previous 13F +415,071 shares

    0.11% of the 13F portfolio, value $9,937,528.

    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 144,790 shares
    Change vs previous 13F +11,243 shares

    0.03% of the 13F portfolio, value $2,638,070.

    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 133,547 shares
    Change vs previous 13F -86,185 shares

    0.04% of the 13F portfolio, value $2,435,893.

    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 219,732 shares
    Change vs previous 13F -202,657 shares

    0.08% of the 13F portfolio, value $3,911,228.

    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 422,389 shares
    Change vs previous 13F +20,310 shares

    0.18% of the 13F portfolio, value $7,429,827.

    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 402,079 shares
    Change vs previous 13F -38,573 shares

    0.19% of the 13F portfolio, value $7,116,794.

    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 440,652 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,975,799.

    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).