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Concurrent Investment Advisors, LLC: PFXF position timeline

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

Concurrent Investment Advisors, LLC held 344,948 PFXF 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 344,948 shares
    Change vs previous 13F +3,690 shares

    0.05% of the 13F portfolio, value $6,153,870.

    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 341,258 shares
    Change vs previous 13F +5,929 shares

    0.07% of the 13F portfolio, value $5,985,663.

    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 335,329 shares
    Change vs previous 13F +2,065 shares

    0.07% of the 13F portfolio, value $5,921,908.

    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 333,264 shares
    Change vs previous 13F +14,578 shares

    0.1% of the 13F portfolio, value $5,922,103.

    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 318,686 shares
    Change vs previous 13F -375 shares

    0.11% of the 13F portfolio, value $5,455,910.

    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 319,061 shares
    Change vs previous 13F +119,111 shares

    0.13% of the 13F portfolio, value $5,347,468.

    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 199,950 shares
    Change vs previous 13F -25,924 shares

    0.09% of the 13F portfolio, value $3,449,143.

    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 225,874 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,124,466.

    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).