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Concurrent Investment Advisors, LLC: SPYG position timeline

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

Concurrent Investment Advisors, LLC held 332,462 SPYG 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 332,462 shares
    Change vs previous 13F +8,274 shares

    0.34% of the 13F portfolio, value $39,559,672.

    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 324,188 shares
    Change vs previous 13F +12,235 shares

    0.35% of the 13F portfolio, value $31,741,230.

    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 311,953 shares
    Change vs previous 13F +10,618 shares

    0.38% of the 13F portfolio, value $33,285,368.

    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 301,335 shares
    Change vs previous 13F +17,079 shares

    0.54% of the 13F portfolio, value $31,492,487.

    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 284,256 shares
    Change vs previous 13F +24,877 shares

    0.53% of the 13F portfolio, value $27,095,322.

    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 259,379 shares
    Change vs previous 13F +22,063 shares

    0.51% of the 13F portfolio, value $20,846,320.

    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 237,316 shares
    Change vs previous 13F +41,113 shares

    0.57% of the 13F portfolio, value $20,860,083.

    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 196,203 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $16,273,110.

    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).