Skip to content
Disclosery

Concurrent Investment Advisors, LLC: PDO position timeline

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

Concurrent Investment Advisors, LLC held 99,525 PDO 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 99,525 shares
    Change vs previous 13F +1,750 shares

    0.01% of the 13F portfolio, value $1,315,721.

    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 97,775 shares
    Change vs previous 13F +5,050 shares

    0.01% of the 13F portfolio, value $1,264,231.

    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 92,725 shares
    Change vs previous 13F +4,050 shares

    0.01% of the 13F portfolio, value $1,283,314.

    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 88,675 shares
    Change vs previous 13F +7,783 shares

    0.02% of the 13F portfolio, value $1,252,091.

    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 80,892 shares
    Change vs previous 13F +8,842 shares

    0.02% of the 13F portfolio, value $1,090,425.

    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 72,050 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,000,054.

    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).