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Concurrent Investment Advisors, LLC: RMBS position timeline

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

Concurrent Investment Advisors, LLC held 3,760 RMBS 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 3,760 shares
    Change vs previous 13F -66 shares

    <0.01% of the 13F portfolio, value $499,040.

    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 3,826 shares
    Change vs previous 13F +472 shares

    <0.01% of the 13F portfolio, value $329,151.

    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 3,354 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $308,199.

    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).