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Concurrent Investment Advisors, LLC: MRSH position timeline

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

Concurrent Investment Advisors, LLC held 17,547 MRSH 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 17,547 shares
    Change vs previous 13F -3,835 shares

    0.02% of the 13F portfolio, value $2,924,518.

    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 21,382 shares
    Change vs previous 13F -2,820 shares

    0.04% of the 13F portfolio, value $3,708,696.

    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 24,202 shares
    Change vs previous 13F +10,022 shares

    0.05% of the 13F portfolio, value $4,490,081.

    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 14,180 shares
    Change vs previous 13F +1,387 shares

    0.05% of the 13F portfolio, value $2,857,721.

    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 12,793 shares
    Change vs previous 13F +1,651 shares

    0.05% of the 13F portfolio, value $2,797,155.

    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 11,142 shares
    Change vs previous 13F +3,209 shares

    0.07% of the 13F portfolio, value $2,718,905.

    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 7,933 shares
    Change vs previous 13F +1,043 shares

    0.05% of the 13F portfolio, value $1,685,077.

    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 6,890 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,537,168.

    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).