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Concurrent Investment Advisors, LLC: JPST position timeline

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

Concurrent Investment Advisors, LLC held 170,594 JPST 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 170,594 shares
    Change vs previous 13F +13,766 shares

    0.07% of the 13F portfolio, value $8,626,919.

    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 156,828 shares
    Change vs previous 13F +13,016 shares

    0.09% of the 13F portfolio, value $7,937,055.

    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 143,812 shares
    Change vs previous 13F +47,031 shares

    0.08% of the 13F portfolio, value $7,275,443.

    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 96,781 shares
    Change vs previous 13F -2,841 shares

    0.08% of the 13F portfolio, value $4,909,716.

    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 99,622 shares
    Change vs previous 13F +12,050 shares

    0.1% of the 13F portfolio, value $5,048,836.

    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 87,572 shares
    Change vs previous 13F +15,681 shares

    0.11% of the 13F portfolio, value $4,433,753.

    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 71,891 shares
    Change vs previous 13F +52,122 shares

    0.1% of the 13F portfolio, value $3,621,131.

    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 19,769 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,003,086.

    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).