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Concurrent Investment Advisors, LLC: FTGC position timeline

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

Concurrent Investment Advisors, LLC held 118,410 FTGC 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 118,410 shares
    Change vs previous 13F -217,434 shares

    0.03% of the 13F portfolio, value $3,202,996.

    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 335,844 shares
    Change vs previous 13F +224,552 shares

    0.11% of the 13F portfolio, value $9,642,084.

    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 111,292 shares
    Change vs previous 13F +14,677 shares

    0.03% of the 13F portfolio, value $2,585,296.

    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 96,615 shares
    Change vs previous 13F -39,092 shares

    0.04% of the 13F portfolio, value $2,502,337.

    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 135,707 shares
    Change vs previous 13F -266 shares

    0.06% of the 13F portfolio, value $3,347,890.

    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 135,973 shares
    Change vs previous 13F +27,483 shares

    0.08% of the 13F portfolio, value $3,470,039.

    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 108,490 shares
    Change vs previous 13F -44,739 shares

    0.07% of the 13F portfolio, value $2,596,172.

    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 153,229 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,629,989.

    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).