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Concurrent Investment Advisors, LLC: SPHY position timeline

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

Concurrent Investment Advisors, LLC held 267,352 SPHY 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 267,352 shares
    Change vs previous 13F +86,109 shares

    0.05% of the 13F portfolio, value $6,266,726.

    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 181,243 shares
    Change vs previous 13F -50,597 shares

    0.05% of the 13F portfolio, value $4,226,582.

    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 231,840 shares
    Change vs previous 13F +106,141 shares

    0.06% of the 13F portfolio, value $5,487,668.

    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 125,699 shares
    Change vs previous 13F +99,433 shares

    0.05% of the 13F portfolio, value $3,009,240.

    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 26,266 shares
    Change vs previous 13F +16,042 shares

    0.01% of the 13F portfolio, value $625,127.

    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 10,224 shares
    Change vs previous 13F +1,486 shares

    0.01% of the 13F portfolio, value $239,451.

    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 8,738 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $205,078.

    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).