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Concurrent Investment Advisors, LLC: SOFI position timeline

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

Concurrent Investment Advisors, LLC held 124,688 SOFI 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 124,688 shares
    Change vs previous 13F -4,293 shares

    0.02% of the 13F portfolio, value $2,235,649.

    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 128,981 shares
    Change vs previous 13F -13,955 shares

    0.02% of the 13F portfolio, value $2,048,225.

    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 142,936 shares
    Change vs previous 13F +5,324 shares

    0.04% of the 13F portfolio, value $3,742,058.

    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 137,612 shares
    Change vs previous 13F -19,070 shares

    0.06% of the 13F portfolio, value $3,635,718.

    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 156,682 shares
    Change vs previous 13F -17,057 shares

    0.06% of the 13F portfolio, value $2,853,176.

    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 173,739 shares
    Change vs previous 13F +80,758 shares

    0.05% of the 13F portfolio, value $2,020,583.

    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 92,981 shares
    Change vs previous 13F -11,222 shares

    0.04% of the 13F portfolio, value $1,431,905.

    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 104,203 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $819,034.

    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).