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Concurrent Investment Advisors, LLC: ROL position timeline

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

Concurrent Investment Advisors, LLC held 36,480 ROL 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 36,480 shares
    Change vs previous 13F +1,336 shares

    0.01% of the 13F portfolio, value $1,522,676.

    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 35,144 shares
    Change vs previous 13F -9,121 shares

    0.02% of the 13F portfolio, value $1,877,011.

    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 44,265 shares
    Change vs previous 13F +17,546 shares

    0.03% of the 13F portfolio, value $2,656,789.

    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 26,719 shares
    Change vs previous 13F -5,913 shares

    0.03% of the 13F portfolio, value $1,569,459.

    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 32,632 shares
    Change vs previous 13F +1,118 shares

    0.04% of the 13F portfolio, value $1,841,108.

    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 31,514 shares
    Change vs previous 13F +9,562 shares

    0.04% of the 13F portfolio, value $1,702,713.

    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 21,952 shares
    Change vs previous 13F +414 shares

    0.03% of the 13F portfolio, value $1,017,490.

    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 21,538 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,089,417.

    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).