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Disclosery

Concurrent Investment Advisors, LLC: SN position timeline

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

Concurrent Investment Advisors, LLC held 6,809 SN 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 6,809 shares
    Change vs previous 13F +835 shares

    0.01% of the 13F portfolio, value $1,036,711.

    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 5,974 shares
    Change vs previous 13F -1,822 shares

    0.01% of the 13F portfolio, value $632,647.

    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 7,796 shares
    Change vs previous 13F +4,542 shares

    0.01% of the 13F portfolio, value $872,372.

    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 3,254 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $335,650.

    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).