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Concurrent Investment Advisors, LLC: SGOV position timeline

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

Concurrent Investment Advisors, LLC held 76,122 SGOV 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 76,122 shares
    Change vs previous 13F -94,662 shares

    0.07% of the 13F portfolio, value $7,663,174.

    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 170,784 shares
    Change vs previous 13F +119,450 shares

    0.19% of the 13F portfolio, value $17,191,128.

    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 51,334 shares
    Change vs previous 13F -66,034 shares

    0.06% of the 13F portfolio, value $5,152,864.

    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 117,368 shares
    Change vs previous 13F -22,639 shares

    0.2% of the 13F portfolio, value $11,818,908.

    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 140,007 shares
    Change vs previous 13F +30,014 shares

    0.27% of the 13F portfolio, value $14,097,320.

    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 109,993 shares
    Change vs previous 13F +69,845 shares

    0.27% of the 13F portfolio, value $11,073,008.

    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 40,148 shares
    Change vs previous 13F +2,581 shares

    0.11% of the 13F portfolio, value $4,027,675.

    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 37,567 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,783,792.

    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).