Concurrent Investment Advisors, LLC: RITM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on RITM, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 124,736 RITM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 124,736 sharesChange vs previous 13F -24,746 shares
0.01% of the 13F portfolio, value $1,171,274.
13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 149,482 sharesChange vs previous 13F +15,922 shares
0.02% of the 13F portfolio, value $1,417,089.
13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 133,560 sharesChange vs previous 13F +5,659 shares
0.02% of the 13F portfolio, value $1,455,809.
13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 127,901 sharesChange vs previous 13F +5,133 shares
0.03% of the 13F portfolio, value $1,456,795.
13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 122,768 sharesChange vs previous 13F +3,101 shares
0.03% of the 13F portfolio, value $1,386,053.
13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 119,667 sharesChange vs previous 13F +10,983 shares
0.03% of the 13F portfolio, value $1,370,185.
13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 108,684 sharesChange vs previous 13F +24,039 shares
0.03% of the 13F portfolio, value $1,177,046.
13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 84,645 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $960,724.
13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).