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Concurrent Investment Advisors, LLC: NWG position timeline

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

Concurrent Investment Advisors, LLC held 49,781 NWG 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 49,781 shares
    Change vs previous 13F +13,135 shares

    0.01% of the 13F portfolio, value $877,637.

    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 36,646 shares
    Change vs previous 13F +7,304 shares

    0.01% of the 13F portfolio, value $546,032.

    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 29,342 shares
    Change vs previous 13F +16,957 shares

    0.01% of the 13F portfolio, value $513,479.

    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 12,385 shares
    Change vs previous 13F +2,329 shares

    <0.01% of the 13F portfolio, value $175,251.

    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 10,056 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $142,295.

    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).