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Concurrent Investment Advisors, LLC: ROBT position timeline

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

Concurrent Investment Advisors, LLC held 22,862 ROBT 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 22,862 shares
    Change vs previous 13F +3,064 shares

    0.01% of the 13F portfolio, value $1,286,202.

    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 19,798 shares
    Change vs previous 13F +2,378 shares

    0.01% of the 13F portfolio, value $913,876.

    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 17,420 shares
    Change vs previous 13F +13,417 shares

    0.01% of the 13F portfolio, value $903,523.

    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 4,003 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $211,708.

    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).