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Concurrent Investment Advisors, LLC: NGG position timeline

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

Concurrent Investment Advisors, LLC held 13,946 NGG 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 13,946 shares
    Change vs previous 13F +1,530 shares

    0.01% of the 13F portfolio, value $1,155,712.

    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 12,416 shares
    Change vs previous 13F -1,752 shares

    0.01% of the 13F portfolio, value $1,050,397.

    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 14,168 shares
    Change vs previous 13F +6,426 shares

    0.01% of the 13F portfolio, value $1,095,944.

    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 7,742 shares
    Change vs previous 13F +1,667 shares

    0.01% of the 13F portfolio, value $562,592.

    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 6,075 shares
    Change vs previous 13F +2,233 shares

    0.01% of the 13F portfolio, value $452,052.

    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 3,842 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $252,084.

    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).