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Concurrent Investment Advisors, LLC: FTCS position timeline

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

Concurrent Investment Advisors, LLC held 453,934 FTCS 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 453,934 shares
    Change vs previous 13F -6,616 shares

    0.36% of the 13F portfolio, value $42,633,472.

    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 460,550 shares
    Change vs previous 13F -9,668 shares

    0.47% of the 13F portfolio, value $42,720,655.

    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 470,218 shares
    Change vs previous 13F +14,814 shares

    0.5% of the 13F portfolio, value $43,500,644.

    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 455,404 shares
    Change vs previous 13F +13,532 shares

    0.74% of the 13F portfolio, value $42,643,989.

    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 441,872 shares
    Change vs previous 13F +24,798 shares

    0.78% of the 13F portfolio, value $40,161,704.

    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 417,074 shares
    Change vs previous 13F +47,238 shares

    0.91% of the 13F portfolio, value $37,386,484.

    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 369,836 shares
    Change vs previous 13F +20,843 shares

    0.88% of the 13F portfolio, value $32,479,039.

    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 348,993 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $31,688,608.

    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).