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Concurrent Investment Advisors, LLC: RSP position timeline

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

Concurrent Investment Advisors, LLC held 124,735 RSP 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 124,735 shares
    Change vs previous 13F +21,991 shares

    0.23% of the 13F portfolio, value $26,539,892.

    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 102,744 shares
    Change vs previous 13F +3,241 shares

    0.22% of the 13F portfolio, value $19,718,637.

    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 99,503 shares
    Change vs previous 13F +18,251 shares

    0.22% of the 13F portfolio, value $19,060,786.

    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 81,252 shares
    Change vs previous 13F -469 shares

    0.27% of the 13F portfolio, value $15,413,466.

    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 81,721 shares
    Change vs previous 13F +10,147 shares

    0.29% of the 13F portfolio, value $14,851,137.

    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 71,574 shares
    Change vs previous 13F -2,933 shares

    0.3% of the 13F portfolio, value $12,398,809.

    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 74,507 shares
    Change vs previous 13F +6,724 shares

    0.35% of the 13F portfolio, value $13,055,941.

    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 67,783 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $12,143,967.

    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).