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Concurrent Investment Advisors, LLC: MTDR position timeline

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

Concurrent Investment Advisors, LLC held 65,528 MTDR 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 65,528 shares
    Change vs previous 13F +129 shares

    0.03% of the 13F portfolio, value $3,261,987.

    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 65,399 shares
    Change vs previous 13F +605 shares

    0.05% of the 13F portfolio, value $4,131,937.

    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 64,794 shares
    Change vs previous 13F +8,973 shares

    0.03% of the 13F portfolio, value $2,749,844.

    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 55,821 shares
    Change vs previous 13F +45 shares

    0.04% of the 13F portfolio, value $2,508,059.

    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 55,776 shares
    Change vs previous 13F +294 shares

    0.05% of the 13F portfolio, value $2,661,622.

    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 55,482 shares
    Change vs previous 13F +244 shares

    0.07% of the 13F portfolio, value $2,834,566.

    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 55,238 shares
    Change vs previous 13F -236 shares

    0.08% of the 13F portfolio, value $3,107,680.

    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 55,474 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,741,546.

    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).