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Concurrent Investment Advisors, LLC: QGRW position timeline

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

Concurrent Investment Advisors, LLC held 9,011 QGRW 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 9,011 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $594,941.

    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 9,026 shares
    Change vs previous 13F -94,295 shares

    0.01% of the 13F portfolio, value $482,236.

    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 103,321 shares
    Change vs previous 13F +746 shares

    0.07% of the 13F portfolio, value $6,061,839.

    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 102,575 shares
    Change vs previous 13F -21,696 shares

    0.1% of the 13F portfolio, value $5,883,702.

    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 124,271 shares
    Change vs previous 13F -11,659 shares

    0.13% of the 13F portfolio, value $6,530,441.

    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 135,930 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,967,327.

    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).