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Concurrent Investment Advisors, LLC: JAVA position timeline

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

Concurrent Investment Advisors, LLC held 177,120 JAVA 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 177,120 shares
    Change vs previous 13F +11,112 shares

    0.12% of the 13F portfolio, value $14,065,129.

    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 166,008 shares
    Change vs previous 13F +21,175 shares

    0.13% of the 13F portfolio, value $11,911,057.

    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 144,833 shares
    Change vs previous 13F +76,470 shares

    0.12% of the 13F portfolio, value $10,387,453.

    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 68,363 shares
    Change vs previous 13F +32,868 shares

    0.08% of the 13F portfolio, value $4,714,293.

    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 35,495 shares
    Change vs previous 13F +29,898 shares

    0.05% of the 13F portfolio, value $2,324,698.

    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 5,597 shares
    Change vs previous 13F +809 shares

    0.01% of the 13F portfolio, value $355,380.

    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 4,788 shares
    Change vs previous 13F +1,463 shares

    0.01% of the 13F portfolio, value $303,068.

    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 3,325 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $213,052.

    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).