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Concurrent Investment Advisors, LLC: OMFL position timeline

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

Concurrent Investment Advisors, LLC held 359,730 OMFL 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 359,730 shares
    Change vs previous 13F +53,616 shares

    0.21% of the 13F portfolio, value $24,655,879.

    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 306,114 shares
    Change vs previous 13F +178,023 shares

    0.2% of the 13F portfolio, value $18,403,568.

    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 128,091 shares
    Change vs previous 13F +43,998 shares

    0.09% of the 13F portfolio, value $7,830,168.

    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 84,093 shares
    Change vs previous 13F +12,360 shares

    0.09% of the 13F portfolio, value $5,067,461.

    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 71,733 shares
    Change vs previous 13F +43,543 shares

    0.08% of the 13F portfolio, value $4,144,710.

    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 28,190 shares
    Change vs previous 13F -1,727 shares

    0.04% of the 13F portfolio, value $1,502,797.

    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 29,917 shares
    Change vs previous 13F -38,367 shares

    0.04% of the 13F portfolio, value $1,622,400.

    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 68,284 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,618,343.

    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).