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Concurrent Investment Advisors, LLC: OII position timeline

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

Concurrent Investment Advisors, LLC held 131,457 OII 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 131,457 shares
    Change vs previous 13F +14,910 shares

    0.05% of the 13F portfolio, value $5,326,637.

    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 116,547 shares
    Change vs previous 13F +388 shares

    0.05% of the 13F portfolio, value $4,133,922.

    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 116,159 shares
    Change vs previous 13F -5 shares

    0.03% of the 13F portfolio, value $2,791,301.

    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 116,164 shares
    Change vs previous 13F -25,673 shares

    0.05% of the 13F portfolio, value $2,878,544.

    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 141,837 shares
    Change vs previous 13F +12,982 shares

    0.06% of the 13F portfolio, value $2,938,863.

    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 128,855 shares
    Change vs previous 13F -465 shares

    0.07% of the 13F portfolio, value $2,810,328.

    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 129,320 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $3,372,666.

    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 129,320 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,216,188.

    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).