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Concurrent Investment Advisors, LLC: SMB position timeline

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

Concurrent Investment Advisors, LLC held 12,385 SMB 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 12,385 shares
    Change vs previous 13F +329 shares

    <0.01% of the 13F portfolio, value $214,879.

    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 12,056 shares
    Change vs previous 13F +1,062 shares

    <0.01% of the 13F portfolio, value $208,576.

    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 10,994 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $191,406.

    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).