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Concurrent Investment Advisors, LLC: RWL position timeline

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

Concurrent Investment Advisors, LLC held 125,695 RWL 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 125,695 shares
    Change vs previous 13F +4,351 shares

    0.14% of the 13F portfolio, value $16,058,835.

    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 121,344 shares
    Change vs previous 13F +88,619 shares

    0.15% of the 13F portfolio, value $13,943,617.

    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 32,725 shares
    Change vs previous 13F +12,740 shares

    0.04% of the 13F portfolio, value $3,746,963.

    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 19,985 shares
    Change vs previous 13F +1,152 shares

    0.04% of the 13F portfolio, value $2,211,492.

    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 18,833 shares
    Change vs previous 13F +3,339 shares

    0.04% of the 13F portfolio, value $1,964,042.

    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 15,494 shares
    Change vs previous 13F +7,771 shares

    0.04% of the 13F portfolio, value $1,539,223.

    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 7,723 shares
    Change vs previous 13F +238 shares

    0.02% of the 13F portfolio, value $756,259.

    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 7,485 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $734,037.

    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).