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Concurrent Investment Advisors, LLC: FSIG position timeline

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

Concurrent Investment Advisors, LLC held 92,380 FSIG 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 92,380 shares
    Change vs previous 13F -1,460 shares

    0.01% of the 13F portfolio, value $1,741,830.

    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 93,840 shares
    Change vs previous 13F -39,868 shares

    0.02% of the 13F portfolio, value $1,777,334.

    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 133,708 shares
    Change vs previous 13F +11,164 shares

    0.03% of the 13F portfolio, value $2,565,850.

    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 122,544 shares
    Change vs previous 13F -5,570 shares

    0.04% of the 13F portfolio, value $2,354,062.

    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 128,114 shares
    Change vs previous 13F +7,446 shares

    0.05% of the 13F portfolio, value $2,449,539.

    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 120,668 shares
    Change vs previous 13F +7,067 shares

    0.06% of the 13F portfolio, value $2,285,449.

    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 113,601 shares
    Change vs previous 13F +1,651 shares

    0.06% of the 13F portfolio, value $2,143,643.

    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 111,950 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,149,449.

    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).