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Concurrent Investment Advisors, LLC: GTO position timeline

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

Concurrent Investment Advisors, LLC held 271,276 GTO 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 271,276 shares
    Change vs previous 13F +99,938 shares

    0.11% of the 13F portfolio, value $12,714,697.

    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 171,338 shares
    Change vs previous 13F +70,429 shares

    0.09% of the 13F portfolio, value $8,023,756.

    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 100,909 shares
    Change vs previous 13F +33,319 shares

    0.05% of the 13F portfolio, value $4,785,120.

    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 67,590 shares
    Change vs previous 13F +13,657 shares

    0.06% of the 13F portfolio, value $3,211,182.

    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 53,933 shares
    Change vs previous 13F +12,166 shares

    0.05% of the 13F portfolio, value $2,528,903.

    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 41,767 shares
    Change vs previous 13F -1,428 shares

    0.05% of the 13F portfolio, value $1,960,108.

    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 43,195 shares
    Change vs previous 13F +11,351 shares

    0.05% of the 13F portfolio, value $2,004,235.

    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 31,844 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,538,054.

    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).