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Concurrent Investment Advisors, LLC: SPDW position timeline

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

Concurrent Investment Advisors, LLC held 83,187 SPDW 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 83,187 shares
    Change vs previous 13F +50,583 shares

    0.04% of the 13F portfolio, value $4,191,760.

    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 32,604 shares
    Change vs previous 13F -43,547 shares

    0.02% of the 13F portfolio, value $1,488,352.

    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 76,151 shares
    Change vs previous 13F +18,369 shares

    0.04% of the 13F portfolio, value $3,381,886.

    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 57,782 shares
    Change vs previous 13F -6,557 shares

    0.04% of the 13F portfolio, value $2,472,511.

    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 64,339 shares
    Change vs previous 13F -2,616 shares

    0.05% of the 13F portfolio, value $2,605,094.

    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 66,955 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,437,832.

    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).