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Concurrent Investment Advisors, LLC: NVG position timeline

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

Concurrent Investment Advisors, LLC held 37,237 NVG 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 37,237 shares
    Change vs previous 13F +8,911 shares

    <0.01% of the 13F portfolio, value $476,629.

    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 28,326 shares
    Change vs previous 13F +1,054 shares

    <0.01% of the 13F portfolio, value $349,260.

    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 27,272 shares
    Change vs previous 13F -763 shares

    <0.01% of the 13F portfolio, value $345,264.

    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 28,035 shares
    Change vs previous 13F +4,915 shares

    0.01% of the 13F portfolio, value $344,551.

    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 23,120 shares
    Change vs previous 13F +3,976 shares

    0.01% of the 13F portfolio, value $275,821.

    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 19,144 shares
    Change vs previous 13F +2,459 shares

    0.01% of the 13F portfolio, value $237,003.

    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 16,685 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $204,558.

    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 16,676 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $223,294.

    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).