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Concurrent Investment Advisors, LLC: GLO position timeline

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

Concurrent Investment Advisors, LLC held 62,073 GLO 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 62,073 shares
    Change vs previous 13F +4,000 shares

    <0.01% of the 13F portfolio, value $379,887.

    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 58,073 shares
    Change vs previous 13F +15,415 shares

    <0.01% of the 13F portfolio, value $323,467.

    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 42,658 shares
    Change vs previous 13F +1,084 shares

    <0.01% of the 13F portfolio, value $241,444.

    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 41,574 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $236,972.

    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 41,574 shares
    Change vs previous 13F +3,857 shares

    <0.01% of the 13F portfolio, value $225,747.

    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 37,717 shares
    Change vs previous 13F +2,800 shares

    <0.01% of the 13F portfolio, value $184,436.

    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 34,917 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $178,775.

    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 34,917 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $190,298.

    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).