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Concurrent Investment Advisors, LLC: JMEE position timeline

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

Concurrent Investment Advisors, LLC held 103,466 JMEE 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 103,466 shares
    Change vs previous 13F +10,468 shares

    0.07% of the 13F portfolio, value $8,073,414.

    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 92,998 shares
    Change vs previous 13F +45,550 shares

    0.07% of the 13F portfolio, value $6,209,474.

    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 47,448 shares
    Change vs previous 13F +10,862 shares

    0.03% of the 13F portfolio, value $3,054,706.

    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 36,586 shares
    Change vs previous 13F +3,960 shares

    0.04% of the 13F portfolio, value $2,320,652.

    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 32,626 shares
    Change vs previous 13F +12,144 shares

    0.04% of the 13F portfolio, value $1,931,808.

    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 20,482 shares
    Change vs previous 13F +7,129 shares

    0.03% of the 13F portfolio, value $1,146,603.

    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 13,353 shares
    Change vs previous 13F +3,237 shares

    0.02% of the 13F portfolio, value $807,470.

    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 10,116 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $616,690.

    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).