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Concurrent Investment Advisors, LLC: MSOS position timeline

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

Concurrent Investment Advisors, LLC held 808,824 MSOS 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 808,824 shares
    Change vs previous 13F -195,683 shares

    0.04% of the 13F portfolio, value $4,108,826.

    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 1,004,507 shares
    Change vs previous 13F +599,031 shares

    0.04% of the 13F portfolio, value $3,566,000.

    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 405,476 shares
    Change vs previous 13F +9,066 shares

    0.02% of the 13F portfolio, value $1,913,847.

    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 396,410 shares
    Change vs previous 13F +151,521 shares

    0.03% of the 13F portfolio, value $1,898,805.

    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 244,889 shares
    Change vs previous 13F +9,924 shares

    0.01% of the 13F portfolio, value $590,183.

    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 234,965 shares
    Change vs previous 13F +64,604 shares

    0.01% of the 13F portfolio, value $613,259.

    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 170,361 shares
    Change vs previous 13F -57,055 shares

    0.02% of the 13F portfolio, value $649,076.

    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 227,416 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,630,574.

    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).