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Concurrent Investment Advisors, LLC: PFF position timeline

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

Concurrent Investment Advisors, LLC held 108,778 PFF 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 108,778 shares
    Change vs previous 13F +1,680 shares

    0.03% of the 13F portfolio, value $3,316,623.

    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 107,098 shares
    Change vs previous 13F -1,147 shares

    0.04% of the 13F portfolio, value $3,247,223.

    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 108,245 shares
    Change vs previous 13F -639 shares

    0.04% of the 13F portfolio, value $3,351,273.

    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 108,884 shares
    Change vs previous 13F +12,624 shares

    0.06% of the 13F portfolio, value $3,442,903.

    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 96,260 shares
    Change vs previous 13F +15,313 shares

    0.06% of the 13F portfolio, value $2,953,262.

    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 80,947 shares
    Change vs previous 13F +2,231 shares

    0.06% of the 13F portfolio, value $2,487,514.

    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 78,716 shares
    Change vs previous 13F +5,544 shares

    0.07% of the 13F portfolio, value $2,474,816.

    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 73,172 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,431,502.

    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).