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Concurrent Investment Advisors, LLC: JCPB position timeline

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

Concurrent Investment Advisors, LLC held 160,120 JCPB 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 160,120 shares
    Change vs previous 13F +7,935 shares

    0.06% of the 13F portfolio, value $7,516,029.

    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 152,185 shares
    Change vs previous 13F +29,234 shares

    0.08% of the 13F portfolio, value $7,164,867.

    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 122,951 shares
    Change vs previous 13F +15,087 shares

    0.07% of the 13F portfolio, value $5,821,723.

    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 107,864 shares
    Change vs previous 13F +8,901 shares

    0.09% of the 13F portfolio, value $5,128,914.

    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 98,963 shares
    Change vs previous 13F -8,749 shares

    0.09% of the 13F portfolio, value $4,657,190.

    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 107,712 shares
    Change vs previous 13F +20,900 shares

    0.12% of the 13F portfolio, value $5,066,790.

    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 86,812 shares
    Change vs previous 13F +16,033 shares

    0.11% of the 13F portfolio, value $3,999,412.

    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 70,779 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,414,397.

    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).