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Concurrent Investment Advisors, LLC: SPYV position timeline

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

Concurrent Investment Advisors, LLC held 412,981 SPYV 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 412,981 shares
    Change vs previous 13F -8,814 shares

    0.21% of the 13F portfolio, value $25,105,116.

    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 421,795 shares
    Change vs previous 13F -27,439 shares

    0.26% of the 13F portfolio, value $23,865,156.

    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 449,234 shares
    Change vs previous 13F +245,073 shares

    0.29% of the 13F portfolio, value $25,520,976.

    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 204,161 shares
    Change vs previous 13F +23,130 shares

    0.19% of the 13F portfolio, value $11,296,219.

    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 181,031 shares
    Change vs previous 13F -17,082 shares

    0.18% of the 13F portfolio, value $9,475,175.

    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 198,113 shares
    Change vs previous 13F -27,016 shares

    0.25% of the 13F portfolio, value $10,117,625.

    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 225,129 shares
    Change vs previous 13F +71,114 shares

    0.31% of the 13F portfolio, value $11,513,083.

    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 154,015 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,141,226.

    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).