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Concurrent Investment Advisors, LLC: MFC position timeline

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

Concurrent Investment Advisors, LLC held 26,248 MFC 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 26,248 shares
    Change vs previous 13F +453 shares

    0.01% of the 13F portfolio, value $1,063,295.

    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 25,795 shares
    Change vs previous 13F +1,774 shares

    0.01% of the 13F portfolio, value $888,350.

    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 24,021 shares
    Change vs previous 13F +9,122 shares

    0.01% of the 13F portfolio, value $871,450.

    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 14,899 shares
    Change vs previous 13F +1,560 shares

    0.01% of the 13F portfolio, value $464,090.

    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 13,339 shares
    Change vs previous 13F -1,258 shares

    0.01% of the 13F portfolio, value $426,300.

    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 14,597 shares
    Change vs previous 13F +4,277 shares

    0.01% of the 13F portfolio, value $454,709.

    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 10,320 shares
    Change vs previous 13F -27 shares

    0.01% of the 13F portfolio, value $316,939.

    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 10,347 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $305,743.

    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).