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Disclosery

Concurrent Investment Advisors, LLC: NLR position timeline

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

Concurrent Investment Advisors, LLC held 31,886 NLR 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 31,886 shares
    Change vs previous 13F -330 shares

    0.03% of the 13F portfolio, value $3,698,134.

    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 32,216 shares
    Change vs previous 13F +2,398 shares

    0.05% of the 13F portfolio, value $4,290,889.

    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 29,818 shares
    Change vs previous 13F -63 shares

    0.04% of the 13F portfolio, value $3,703,365.

    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 29,881 shares
    Change vs previous 13F -1,254 shares

    0.07% of the 13F portfolio, value $4,053,378.

    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 31,135 shares
    Change vs previous 13F -687 shares

    0.07% of the 13F portfolio, value $3,461,550.

    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 31,822 shares
    Change vs previous 13F +7,803 shares

    0.06% of the 13F portfolio, value $2,331,565.

    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 24,019 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,953,705.

    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).