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Concurrent Investment Advisors, LLC: SCHG position timeline

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

Concurrent Investment Advisors, LLC held 1,137,010 SCHG 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 1,137,010 shares
    Change vs previous 13F +162,088 shares

    0.33% of the 13F portfolio, value $38,476,430.

    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 974,922 shares
    Change vs previous 13F -14,783 shares

    0.31% of the 13F portfolio, value $28,399,467.

    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 989,705 shares
    Change vs previous 13F -108,619 shares

    0.37% of the 13F portfolio, value $32,284,178.

    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 1,098,324 shares
    Change vs previous 13F +155,866 shares

    0.6% of the 13F portfolio, value $35,047,524.

    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 942,458 shares
    Change vs previous 13F +715,351 shares

    0.53% of the 13F portfolio, value $27,529,190.

    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 227,107 shares
    Change vs previous 13F +67,921 shares

    0.14% of the 13F portfolio, value $5,686,762.

    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 159,186 shares
    Change vs previous 13F +122,409 shares

    0.12% of the 13F portfolio, value $4,436,502.

    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 36,777 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,831,433.

    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).