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Concurrent Investment Advisors, LLC: SPYM position timeline

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

Concurrent Investment Advisors, LLC held 543,456 SPYM 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 543,456 shares
    Change vs previous 13F +38,032 shares

    0.41% of the 13F portfolio, value $47,758,923.

    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 505,424 shares
    Change vs previous 13F +154,124 shares

    0.42% of the 13F portfolio, value $38,685,125.

    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 351,300 shares
    Change vs previous 13F +189,575 shares

    0.32% of the 13F portfolio, value $28,181,272.

    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 161,725 shares
    Change vs previous 13F +66,695 shares

    0.22% of the 13F portfolio, value $12,669,563.

    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 95,030 shares
    Change vs previous 13F +29,397 shares

    0.13% of the 13F portfolio, value $6,907,729.

    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 65,633 shares
    Change vs previous 13F -93,453 shares

    0.11% of the 13F portfolio, value $4,316,043.

    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 159,086 shares
    Change vs previous 13F +37,968 shares

    0.3% of the 13F portfolio, value $10,967,371.

    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 121,118 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,176,671.

    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).