Concurrent Investment Advisors, LLC: MGC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on MGC, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 12,170 MGC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 12,170 sharesChange vs previous 13F +240 shares
0.03% of the 13F portfolio, value $3,330,076.
13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,930 sharesChange vs previous 13F -55,180 shares
0.03% of the 13F portfolio, value $2,819,545.
13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 67,110 sharesChange vs previous 13F +57,846 shares
0.19% of the 13F portfolio, value $16,855,973.
13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,264 sharesChange vs previous 13F +711 shares
0.04% of the 13F portfolio, value $2,261,274.
13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,553 sharesChange vs previous 13F +1,153 shares
0.04% of the 13F portfolio, value $1,923,730.
13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,400 sharesChange vs previous 13F +1,827 shares
0.04% of the 13F portfolio, value $1,490,202.
13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,573 sharesChange vs previous 13F +2,683 shares
0.03% of the 13F portfolio, value $1,185,215.
13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,890 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $597,241.
13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).