Skip to content
Disclosery

Concurrent Investment Advisors, LLC: RDVI position timeline

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

Concurrent Investment Advisors, LLC held 362,301 RDVI 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 362,301 shares
    Change vs previous 13F +16,867 shares

    0.09% of the 13F portfolio, value $10,651,632.

    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 345,434 shares
    Change vs previous 13F +30,986 shares

    0.1% of the 13F portfolio, value $8,825,854.

    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 314,448 shares
    Change vs previous 13F +58,476 shares

    0.09% of the 13F portfolio, value $8,251,121.

    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 255,972 shares
    Change vs previous 13F +27,412 shares

    0.11% of the 13F portfolio, value $6,616,881.

    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 228,560 shares
    Change vs previous 13F +36,805 shares

    0.11% of the 13F portfolio, value $5,647,720.

    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 191,755 shares
    Change vs previous 13F +55,148 shares

    0.11% of the 13F portfolio, value $4,548,417.

    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 136,607 shares
    Change vs previous 13F +72,317 shares

    0.09% of the 13F portfolio, value $3,311,362.

    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 64,290 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,584,106.

    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).