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Concurrent Investment Advisors, LLC: PZA position timeline

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

Concurrent Investment Advisors, LLC held 223,380 PZA 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 223,380 shares
    Change vs previous 13F +58,052 shares

    0.04% of the 13F portfolio, value $5,253,888.

    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 165,328 shares
    Change vs previous 13F +67,535 shares

    0.04% of the 13F portfolio, value $3,799,246.

    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 97,793 shares
    Change vs previous 13F +29,962 shares

    0.03% of the 13F portfolio, value $2,267,815.

    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 67,831 shares
    Change vs previous 13F +7,992 shares

    0.03% of the 13F portfolio, value $1,566,221.

    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 59,839 shares
    Change vs previous 13F +11,128 shares

    0.03% of the 13F portfolio, value $1,339,789.

    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 48,711 shares
    Change vs previous 13F +4,171 shares

    0.03% of the 13F portfolio, value $1,122,293.

    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 44,540 shares
    Change vs previous 13F +3,769 shares

    0.03% of the 13F portfolio, value $1,051,587.

    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 40,771 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $984,619.

    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).