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Concurrent Investment Advisors, LLC: MINT position timeline

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

Concurrent Investment Advisors, LLC held 58,027 MINT 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 58,027 shares
    Change vs previous 13F -64,028 shares

    0.05% of the 13F portfolio, value $5,849,699.

    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 122,055 shares
    Change vs previous 13F +50,674 shares

    0.13% of the 13F portfolio, value $12,275,040.

    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 71,381 shares
    Change vs previous 13F +8,567 shares

    0.08% of the 13F portfolio, value $7,162,358.

    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 62,814 shares
    Change vs previous 13F -21,112 shares

    0.11% of the 13F portfolio, value $6,324,737.

    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 83,926 shares
    Change vs previous 13F +50,875 shares

    0.16% of the 13F portfolio, value $8,437,524.

    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 33,051 shares
    Change vs previous 13F +3,585 shares

    0.08% of the 13F portfolio, value $3,325,591.

    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 29,466 shares
    Change vs previous 13F +22,550 shares

    0.08% of the 13F portfolio, value $2,956,603.

    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 6,916 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $696,372.

    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).