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Concurrent Investment Advisors, LLC: RDDT position timeline

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

Concurrent Investment Advisors, LLC held 9,504 RDDT 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 9,504 shares
    Change vs previous 13F +347 shares

    0.01% of the 13F portfolio, value $1,649,704.

    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 9,157 shares
    Change vs previous 13F +3,303 shares

    0.01% of the 13F portfolio, value $1,232,990.

    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 5,854 shares
    Change vs previous 13F +1,242 shares

    0.02% of the 13F portfolio, value $1,345,659.

    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 4,612 shares
    Change vs previous 13F +233 shares

    0.02% of the 13F portfolio, value $1,060,690.

    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 4,379 shares
    Change vs previous 13F +96 shares

    0.01% of the 13F portfolio, value $659,342.

    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 4,283 shares
    Change vs previous 13F +423 shares

    0.01% of the 13F portfolio, value $449,244.

    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 3,860 shares
    Change vs previous 13F -1,779 shares

    0.02% of the 13F portfolio, value $630,925.

    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 5,639 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $371,723.

    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).