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Concurrent Investment Advisors, LLC: GDX position timeline

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

Concurrent Investment Advisors, LLC held 44,524 GDX 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 44,524 shares
    Change vs previous 13F -3,925 shares

    0.03% of the 13F portfolio, value $3,359,398.

    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 48,449 shares
    Change vs previous 13F +10,921 shares

    0.05% of the 13F portfolio, value $4,446,180.

    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 37,528 shares
    Change vs previous 13F +3,136 shares

    0.04% of the 13F portfolio, value $3,218,763.

    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 34,392 shares
    Change vs previous 13F -237,231 shares

    0.05% of the 13F portfolio, value $2,627,586.

    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 271,623 shares
    Change vs previous 13F +231,028 shares

    0.27% of the 13F portfolio, value $14,140,719.

    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 40,595 shares
    Change vs previous 13F +6,893 shares

    0.05% of the 13F portfolio, value $1,866,158.

    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 33,702 shares
    Change vs previous 13F +11,030 shares

    0.03% of the 13F portfolio, value $1,142,842.

    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 22,672 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $902,810.

    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).