Skip to content
Disclosery

Concurrent Investment Advisors, LLC: FV position timeline

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

Concurrent Investment Advisors, LLC held 568,217 FV 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 568,217 shares
    Change vs previous 13F +5,853 shares

    0.37% of the 13F portfolio, value $43,116,289.

    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 562,364 shares
    Change vs previous 13F -3,495 shares

    0.37% of the 13F portfolio, value $33,987,897.

    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 565,859 shares
    Change vs previous 13F -10,903 shares

    0.41% of the 13F portfolio, value $35,603,666.

    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 576,762 shares
    Change vs previous 13F -76 shares

    0.62% of the 13F portfolio, value $35,713,074.

    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 576,838 shares
    Change vs previous 13F +2,236 shares

    0.66% of the 13F portfolio, value $34,183,446.

    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 574,602 shares
    Change vs previous 13F +7,624 shares

    0.77% of the 13F portfolio, value $31,522,685.

    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 566,978 shares
    Change vs previous 13F -1,787 shares

    0.91% of the 13F portfolio, value $33,485,700.

    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 568,765 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $33,141,949.

    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).