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Concurrent Investment Advisors, LLC: FTSM position timeline

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

Concurrent Investment Advisors, LLC held 129,629 FTSM 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 129,629 shares
    Change vs previous 13F -2,461,270 shares

    0.07% of the 13F portfolio, value $7,743,786.

    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 2,590,899 shares
    Change vs previous 13F +2,534,342 shares

    1.69% of the 13F portfolio, value $154,883,943.

    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 56,557 shares
    Change vs previous 13F +38,351 shares

    0.04% of the 13F portfolio, value $3,389,472.

    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 18,206 shares
    Change vs previous 13F -3,456 shares

    0.02% of the 13F portfolio, value $1,090,745.

    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 21,662 shares
    Change vs previous 13F +3,011 shares

    0.03% of the 13F portfolio, value $1,296,930.

    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 18,651 shares
    Change vs previous 13F +3,384 shares

    0.03% of the 13F portfolio, value $1,116,100.

    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 15,267 shares
    Change vs previous 13F +775 shares

    0.02% of the 13F portfolio, value $912,505.

    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 14,492 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $867,614.

    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).