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Concurrent Investment Advisors, LLC: RMI position timeline

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

Concurrent Investment Advisors, LLC held 41,120 RMI 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 41,120 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $636,949.

    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 41,120 shares
    Change vs previous 13F +12,250 shares

    0.01% of the 13F portfolio, value $619,267.

    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 28,870 shares
    Change vs previous 13F -4,600 shares

    <0.01% of the 13F portfolio, value $413,130.

    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 33,470 shares
    Change vs previous 13F +6,875 shares

    0.01% of the 13F portfolio, value $489,331.

    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 26,595 shares
    Change vs previous 13F +2,950 shares

    0.01% of the 13F portfolio, value $379,104.

    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 23,645 shares
    Change vs previous 13F +4,600 shares

    0.01% of the 13F portfolio, value $353,020.

    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 19,045 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $286,818.

    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 19,045 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $311,005.

    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).