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Concurrent Investment Advisors, LLC: SBSI position timeline

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

Concurrent Investment Advisors, LLC held 8,739 SBSI 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 8,739 shares
    Change vs previous 13F +125 shares

    <0.01% of the 13F portfolio, value $307,515.

    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 8,614 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $267,829.

    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).