Skip to content
Disclosery

Concurrent Investment Advisors, LLC: GUG position timeline

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

Concurrent Investment Advisors, LLC held 40,738 GUG 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 40,738 shares
    Change vs previous 13F +2,317 shares

    0.01% of the 13F portfolio, value $650,991.

    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 38,421 shares
    Change vs previous 13F +1,944 shares

    0.01% of the 13F portfolio, value $584,766.

    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 36,477 shares
    Change vs previous 13F +170 shares

    0.01% of the 13F portfolio, value $559,196.

    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 36,307 shares
    Change vs previous 13F +8,365 shares

    0.01% of the 13F portfolio, value $566,392.

    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 27,942 shares
    Change vs previous 13F +1,333 shares

    0.01% of the 13F portfolio, value $437,013.

    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 26,609 shares
    Change vs previous 13F +59 shares

    0.01% of the 13F portfolio, value $400,996.

    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 26,550 shares
    Change vs previous 13F +3,169 shares

    0.01% of the 13F portfolio, value $394,799.

    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 23,381 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $386,959.

    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).