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Concurrent Investment Advisors, LLC: KTF position timeline

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

Concurrent Investment Advisors, LLC held 77,850 KTF 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 77,850 shares
    Change vs previous 13F +26,200 shares

    0.01% of the 13F portfolio, value $716,220.

    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 51,650 shares
    Change vs previous 13F +18,500 shares

    0.01% of the 13F portfolio, value $470,015.

    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 33,150 shares
    Change vs previous 13F +1,000 shares

    <0.01% of the 13F portfolio, value $301,334.

    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 32,150 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $294,816.

    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).