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Concurrent Investment Advisors, LLC: SHV position timeline

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

Concurrent Investment Advisors, LLC held 16,860 SHV 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 16,860 shares
    Change vs previous 13F -3,357 shares

    0.02% of the 13F portfolio, value $1,860,454.

    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 20,217 shares
    Change vs previous 13F +8,639 shares

    0.02% of the 13F portfolio, value $2,231,751.

    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 11,578 shares
    Change vs previous 13F +2,236 shares

    0.01% of the 13F portfolio, value $1,275,280.

    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 9,342 shares
    Change vs previous 13F -475 shares

    0.02% of the 13F portfolio, value $1,032,157.

    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 9,817 shares
    Change vs previous 13F -345 shares

    0.02% of the 13F portfolio, value $1,083,960.

    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 10,162 shares
    Change vs previous 13F -815 shares

    0.03% of the 13F portfolio, value $1,122,531.

    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 10,977 shares
    Change vs previous 13F +774 shares

    0.03% of the 13F portfolio, value $1,208,714.

    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 10,203 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,128,780.

    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).