Skip to content
Disclosery

Concurrent Investment Advisors, LLC: MBB position timeline

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

Concurrent Investment Advisors, LLC held 105,404 MBB 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 105,404 shares
    Change vs previous 13F +24,444 shares

    0.09% of the 13F portfolio, value $9,962,787.

    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 80,960 shares
    Change vs previous 13F +21,150 shares

    0.08% of the 13F portfolio, value $7,687,189.

    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 59,810 shares
    Change vs previous 13F +25,717 shares

    0.07% of the 13F portfolio, value $5,695,138.

    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 34,093 shares
    Change vs previous 13F +3,308 shares

    0.06% of the 13F portfolio, value $3,243,917.

    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 30,785 shares
    Change vs previous 13F +11,194 shares

    0.06% of the 13F portfolio, value $2,890,412.

    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 19,591 shares
    Change vs previous 13F +2,229 shares

    0.04% of the 13F portfolio, value $1,837,220.

    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 17,362 shares
    Change vs previous 13F -592 shares

    0.04% of the 13F portfolio, value $1,591,756.

    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 17,954 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,720,134.

    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).