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Concurrent Investment Advisors, LLC: MGK position timeline

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

Concurrent Investment Advisors, LLC held 236,260 MGK 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 236,260 shares
    Change vs previous 13F +181,082 shares

    0.18% of the 13F portfolio, value $20,769,573.

    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 55,178 shares
    Change vs previous 13F -36,736 shares

    0.22% of the 13F portfolio, value $20,274,719.

    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 91,914 shares
    Change vs previous 13F +26,330 shares

    0.43% of the 13F portfolio, value $37,939,366.

    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 65,584 shares
    Change vs previous 13F -3,667 shares

    0.46% of the 13F portfolio, value $26,392,190.

    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 69,251 shares
    Change vs previous 13F +4,785 shares

    0.49% of the 13F portfolio, value $25,357,360.

    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 64,466 shares
    Change vs previous 13F +22,279 shares

    0.48% of the 13F portfolio, value $19,912,050.

    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 42,187 shares
    Change vs previous 13F +6,223 shares

    0.39% of the 13F portfolio, value $14,487,537.

    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 35,964 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $11,578,691.

    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).