Skip to content
Disclosery

Concurrent Investment Advisors, LLC: STE position timeline

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

Concurrent Investment Advisors, LLC held 13,502 STE 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 13,502 shares
    Change vs previous 13F +1,519 shares

    0.02% of the 13F portfolio, value $2,843,003.

    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 11,983 shares
    Change vs previous 13F +420 shares

    0.03% of the 13F portfolio, value $2,649,789.

    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 11,563 shares
    Change vs previous 13F +2,256 shares

    0.03% of the 13F portfolio, value $2,931,316.

    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 9,307 shares
    Change vs previous 13F -58 shares

    0.04% of the 13F portfolio, value $2,302,986.

    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 9,365 shares
    Change vs previous 13F +466 shares

    0.04% of the 13F portfolio, value $2,249,636.

    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 8,899 shares
    Change vs previous 13F +1,279 shares

    0.05% of the 13F portfolio, value $2,016,873.

    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 7,620 shares
    Change vs previous 13F -32 shares

    0.04% of the 13F portfolio, value $1,566,330.

    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 7,652 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,855,868.

    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).