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Concurrent Investment Advisors, LLC: FVD position timeline

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

Concurrent Investment Advisors, LLC held 367,222 FVD 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 367,222 shares
    Change vs previous 13F +1,761 shares

    0.15% of the 13F portfolio, value $17,692,757.

    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 365,461 shares
    Change vs previous 13F -52,459 shares

    0.19% of the 13F portfolio, value $17,187,627.

    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 417,920 shares
    Change vs previous 13F +9,209 shares

    0.22% of the 13F portfolio, value $19,257,745.

    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 408,711 shares
    Change vs previous 13F -15,011 shares

    0.33% of the 13F portfolio, value $18,898,793.

    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 423,722 shares
    Change vs previous 13F +214,572 shares

    0.37% of the 13F portfolio, value $18,940,379.

    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 209,150 shares
    Change vs previous 13F +3,623 shares

    0.23% of the 13F portfolio, value $9,325,995.

    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 205,527 shares
    Change vs previous 13F -2,772 shares

    0.24% of the 13F portfolio, value $8,969,200.

    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 208,299 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $9,475,532.

    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).