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Disclosery

Concurrent Investment Advisors, LLC: SFY position timeline

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

Concurrent Investment Advisors, LLC held 4,792 SFY 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 4,792 shares
    Change vs previous 13F -3,363 shares

    0.01% of the 13F portfolio, value $713,380.

    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 8,155 shares
    Change vs previous 13F +147 shares

    0.01% of the 13F portfolio, value $1,017,856.

    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 8,008 shares
    Change vs previous 13F -29,704 shares

    0.01% of the 13F portfolio, value $1,058,292.

    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 37,712 shares
    Change vs previous 13F +74 shares

    0.08% of the 13F portfolio, value $4,871,969.

    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 37,638 shares
    Change vs previous 13F +3,470 shares

    0.09% of the 13F portfolio, value $4,446,147.

    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 34,168 shares
    Change vs previous 13F +264 shares

    0.08% of the 13F portfolio, value $3,482,368.

    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 33,904 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,690,137.

    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).