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Concurrent Investment Advisors, LLC: SRE position timeline

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

Concurrent Investment Advisors, LLC held 22,754 SRE 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 22,754 shares
    Change vs previous 13F +636 shares

    0.02% of the 13F portfolio, value $2,109,556.

    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 22,118 shares
    Change vs previous 13F -3,867 shares

    0.02% of the 13F portfolio, value $2,149,205.

    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 25,985 shares
    Change vs previous 13F +4,532 shares

    0.03% of the 13F portfolio, value $2,294,183.

    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 21,453 shares
    Change vs previous 13F -3,917 shares

    0.03% of the 13F portfolio, value $1,930,328.

    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 25,370 shares
    Change vs previous 13F +139 shares

    0.04% of the 13F portfolio, value $1,922,255.

    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 25,231 shares
    Change vs previous 13F -2,860 shares

    0.04% of the 13F portfolio, value $1,800,515.

    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 28,091 shares
    Change vs previous 13F +1,913 shares

    0.07% of the 13F portfolio, value $2,464,183.

    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 26,178 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,189,273.

    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).