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Concurrent Investment Advisors, LLC: LGOV position timeline

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

Concurrent Investment Advisors, LLC held 571,686 LGOV 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 571,686 shares
    Change vs previous 13F +35,412 shares

    0.1% of the 13F portfolio, value $12,234,064.

    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 536,274 shares
    Change vs previous 13F -28,677 shares

    0.13% of the 13F portfolio, value $11,567,422.

    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 564,951 shares
    Change vs previous 13F +517,283 shares

    0.14% of the 13F portfolio, value $12,332,886.

    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 47,668 shares
    Change vs previous 13F +1,302 shares

    0.02% of the 13F portfolio, value $1,036,769.

    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 46,366 shares
    Change vs previous 13F -956 shares

    0.02% of the 13F portfolio, value $993,149.

    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 47,322 shares
    Change vs previous 13F +2,791 shares

    0.02% of the 13F portfolio, value $1,017,418.

    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 44,531 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $928,033.

    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).