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Concurrent Investment Advisors, LLC: RDVY position timeline

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

Concurrent Investment Advisors, LLC held 346,073 RDVY 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 346,073 shares
    Change vs previous 13F +8,592 shares

    0.24% of the 13F portfolio, value $28,052,693.

    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 337,481 shares
    Change vs previous 13F +9,148 shares

    0.25% of the 13F portfolio, value $23,043,147.

    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 328,333 shares
    Change vs previous 13F +56,175 shares

    0.26% of the 13F portfolio, value $22,809,295.

    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 272,158 shares
    Change vs previous 13F -2,684 shares

    0.32% of the 13F portfolio, value $18,305,364.

    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 274,842 shares
    Change vs previous 13F +58,391 shares

    0.33% of the 13F portfolio, value $17,243,581.

    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 216,451 shares
    Change vs previous 13F +17,193 shares

    0.31% of the 13F portfolio, value $12,671,035.

    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 199,258 shares
    Change vs previous 13F +4,738 shares

    0.32% of the 13F portfolio, value $11,784,136.

    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 194,520 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $11,517,515.

    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).