Skip to content
Disclosery

Concurrent Investment Advisors, LLC: GSY position timeline

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

Concurrent Investment Advisors, LLC held 249,569 GSY 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 249,569 shares
    Change vs previous 13F +21,172 shares

    0.11% of the 13F portfolio, value $12,515,907.

    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 228,397 shares
    Change vs previous 13F +40,499 shares

    0.12% of the 13F portfolio, value $11,447,227.

    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 187,898 shares
    Change vs previous 13F +10,260 shares

    0.11% of the 13F portfolio, value $9,441,858.

    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 177,638 shares
    Change vs previous 13F +19,244 shares

    0.15% of the 13F portfolio, value $8,923,501.

    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 158,394 shares
    Change vs previous 13F +453 shares

    0.15% of the 13F portfolio, value $7,941,876.

    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 157,941 shares
    Change vs previous 13F -12,174 shares

    0.19% of the 13F portfolio, value $7,916,006.

    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 170,115 shares
    Change vs previous 13F +9,472 shares

    0.23% of the 13F portfolio, value $8,524,477.

    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 160,643 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,061,067.

    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).