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Concurrent Investment Advisors, LLC: PAAA position timeline

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

Concurrent Investment Advisors, LLC held 56,235 PAAA 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 56,235 shares
    Change vs previous 13F -7,349 shares

    0.02% of the 13F portfolio, value $2,883,150.

    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 63,584 shares
    Change vs previous 13F -1,608 shares

    0.04% of the 13F portfolio, value $3,254,234.

    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 65,192 shares
    Change vs previous 13F -8,126 shares

    0.04% of the 13F portfolio, value $3,341,747.

    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 73,318 shares
    Change vs previous 13F -6,995 shares

    0.07% of the 13F portfolio, value $3,775,881.

    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 80,313 shares
    Change vs previous 13F -315,445 shares

    0.08% of the 13F portfolio, value $4,132,078.

    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 395,758 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $20,306,332.

    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).