Concurrent Investment Advisors, LLC: RQI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on RQI, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 17,474 RQI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 17,474 sharesChange vs previous 13F +897 shares
<0.01% of the 13F portfolio, value $215,105.
13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,577 sharesChange vs previous 13F +2,023 shares
<0.01% of the 13F portfolio, value $199,753.
13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,554 sharesChange vs previous 13F +253 shares
<0.01% of the 13F portfolio, value $166,207.
13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,301 sharesChange vs previous 13F +88 shares
<0.01% of the 13F portfolio, value $178,331.
13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,213 sharesChange vs previous 13F -5,331 shares
<0.01% of the 13F portfolio, value $176,951.
13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,544 sharesChange vs previous 13F -168 shares
0.01% of the 13F portfolio, value $245,473.
13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,712 sharesChange vs previous 13F -3,606 shares
0.01% of the 13F portfolio, value $241,280.
13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,318 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $330,422.
13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).