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Concurrent Investment Advisors, LLC: NVO position timeline

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

Concurrent Investment Advisors, LLC held 103,790 NVO 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 103,790 shares
    Change vs previous 13F +7,154 shares

    0.04% of the 13F portfolio, value $4,975,689.

    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 96,636 shares
    Change vs previous 13F -4,049 shares

    0.04% of the 13F portfolio, value $3,551,357.

    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 100,685 shares
    Change vs previous 13F +45,955 shares

    0.06% of the 13F portfolio, value $5,122,857.

    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 54,730 shares
    Change vs previous 13F -4,711 shares

    0.05% of the 13F portfolio, value $3,036,987.

    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 59,441 shares
    Change vs previous 13F +15,585 shares

    0.08% of the 13F portfolio, value $4,102,599.

    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 43,856 shares
    Change vs previous 13F +8,807 shares

    0.07% of the 13F portfolio, value $3,045,382.

    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 35,049 shares
    Change vs previous 13F -1,382 shares

    0.08% of the 13F portfolio, value $3,014,893.

    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 36,431 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,337,893.

    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).