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Concurrent Investment Advisors, LLC: FXU position timeline

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

Concurrent Investment Advisors, LLC held 13,062 FXU 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 13,062 shares
    Change vs previous 13F -11,171 shares

    0.01% of the 13F portfolio, value $644,473.

    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 24,233 shares
    Change vs previous 13F -5,280 shares

    0.01% of the 13F portfolio, value $1,201,736.

    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 29,513 shares
    Change vs previous 13F +3,907 shares

    0.02% of the 13F portfolio, value $1,328,376.

    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 25,606 shares
    Change vs previous 13F -1,880 shares

    0.02% of the 13F portfolio, value $1,163,785.

    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 27,486 shares
    Change vs previous 13F -8,360 shares

    0.02% of the 13F portfolio, value $1,164,862.

    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 35,846 shares
    Change vs previous 13F +12,263 shares

    0.04% of the 13F portfolio, value $1,470,062.

    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 23,583 shares
    Change vs previous 13F -144 shares

    0.02% of the 13F portfolio, value $892,068.

    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 23,727 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $913,026.

    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).