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Concurrent Investment Advisors, LLC: SPOT position timeline

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

Concurrent Investment Advisors, LLC held 7,175 SPOT 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 7,175 shares
    Change vs previous 13F +1,226 shares

    0.03% of the 13F portfolio, value $3,294,169.

    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 5,949 shares
    Change vs previous 13F +3,251 shares

    0.03% of the 13F portfolio, value $2,884,578.

    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 2,698 shares
    Change vs previous 13F +1,785 shares

    0.02% of the 13F portfolio, value $1,566,574.

    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 913 shares
    Change vs previous 13F -4,714 shares

    0.01% of the 13F portfolio, value $637,554.

    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 5,627 shares
    Change vs previous 13F +4,287 shares

    0.08% of the 13F portfolio, value $4,317,675.

    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 1,340 shares
    Change vs previous 13F +59 shares

    0.02% of the 13F portfolio, value $737,040.

    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 1,281 shares
    Change vs previous 13F -257 shares

    0.02% of the 13F portfolio, value $573,094.

    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 1,538 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $566,799.

    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).