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Concurrent Investment Advisors, LLC: GOVT position timeline

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

Concurrent Investment Advisors, LLC held 613,825 GOVT 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 613,825 shares
    Change vs previous 13F +326,103 shares

    0.12% of the 13F portfolio, value $13,982,946.

    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 287,722 shares
    Change vs previous 13F +223,465 shares

    0.07% of the 13F portfolio, value $6,591,711.

    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 64,257 shares
    Change vs previous 13F +5,280 shares

    0.02% of the 13F portfolio, value $1,479,501.

    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 58,977 shares
    Change vs previous 13F +5,153 shares

    0.02% of the 13F portfolio, value $1,363,539.

    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 53,824 shares
    Change vs previous 13F -4,946 shares

    0.02% of the 13F portfolio, value $1,236,881.

    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 58,770 shares
    Change vs previous 13F -2,539 shares

    0.03% of the 13F portfolio, value $1,350,828.

    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 61,309 shares
    Change vs previous 13F +1,084 shares

    0.04% of the 13F portfolio, value $1,408,874.

    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 60,225 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,412,283.

    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).