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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

  1. period ended2026-06-30
    13F 124,736 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 149,482 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 133,560 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 127,901 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 122,768 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 119,667 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 108,684 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 84,645 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).