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Concurrent Investment Advisors, LLC: FYC position timeline

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

Concurrent Investment Advisors, LLC held 99,023 FYC 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 99,023 shares
    Change vs previous 13F -1,356 shares

    0.11% of the 13F portfolio, value $12,609,618.

    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 100,379 shares
    Change vs previous 13F +1,098 shares

    0.11% of the 13F portfolio, value $9,734,767.

    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 99,281 shares
    Change vs previous 13F +643 shares

    0.11% of the 13F portfolio, value $9,542,763.

    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 98,638 shares
    Change vs previous 13F -597 shares

    0.15% of the 13F portfolio, value $8,947,800.

    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 99,235 shares
    Change vs previous 13F -959 shares

    0.15% of the 13F portfolio, value $7,897,148.

    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 100,194 shares
    Change vs previous 13F +14,731 shares

    0.17% of the 13F portfolio, value $6,893,370.

    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 85,463 shares
    Change vs previous 13F +6,141 shares

    0.18% of the 13F portfolio, value $6,617,387.

    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 79,322 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,899,151.

    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).