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Concurrent Investment Advisors, LLC: RFMZ position timeline

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

Concurrent Investment Advisors, LLC held 64,275 RFMZ 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 64,275 shares
    Change vs previous 13F +19,800 shares

    0.01% of the 13F portfolio, value $876,068.

    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 44,475 shares
    Change vs previous 13F +21,525 shares

    0.01% of the 13F portfolio, value $562,609.

    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 22,950 shares
    Change vs previous 13F -22,545 shares

    <0.01% of the 13F portfolio, value $290,547.

    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 45,495 shares
    Change vs previous 13F +3,275 shares

    0.01% of the 13F portfolio, value $593,710.

    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 42,220 shares
    Change vs previous 13F +3,700 shares

    0.01% of the 13F portfolio, value $533,661.

    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 38,520 shares
    Change vs previous 13F +5,375 shares

    0.01% of the 13F portfolio, value $516,938.

    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 33,145 shares
    Change vs previous 13F +1,760 shares

    0.01% of the 13F portfolio, value $444,143.

    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 31,385 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $455,083.

    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).