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Concurrent Investment Advisors, LLC: GOVI position timeline

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

Concurrent Investment Advisors, LLC held 422,281 GOVI 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 422,281 shares
    Change vs previous 13F +254,271 shares

    0.1% of the 13F portfolio, value $11,464,924.

    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 168,010 shares
    Change vs previous 13F +16,683 shares

    0.05% of the 13F portfolio, value $4,583,251.

    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 151,327 shares
    Change vs previous 13F -15,511 shares

    0.05% of the 13F portfolio, value $4,169,078.

    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 166,838 shares
    Change vs previous 13F -19,788 shares

    0.08% of the 13F portfolio, value $4,631,417.

    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 186,626 shares
    Change vs previous 13F +18,790 shares

    0.1% of the 13F portfolio, value $5,126,624.

    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 167,836 shares
    Change vs previous 13F +23,958 shares

    0.11% of the 13F portfolio, value $4,669,204.

    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 143,878 shares
    Change vs previous 13F +54,133 shares

    0.11% of the 13F portfolio, value $3,889,027.

    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 89,745 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,609,782.

    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).