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Concurrent Investment Advisors, LLC: STPZ position timeline

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

Concurrent Investment Advisors, LLC held 42,203 STPZ 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 42,203 shares
    Change vs previous 13F +622 shares

    0.02% of the 13F portfolio, value $2,251,096.

    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 41,581 shares
    Change vs previous 13F +212 shares

    0.02% of the 13F portfolio, value $2,249,818.

    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 41,369 shares
    Change vs previous 13F +945 shares

    0.03% of the 13F portfolio, value $2,219,872.

    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 40,424 shares
    Change vs previous 13F -212 shares

    0.04% of the 13F portfolio, value $2,190,107.

    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 40,636 shares
    Change vs previous 13F +2,121 shares

    0.04% of the 13F portfolio, value $2,186,635.

    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 38,515 shares
    Change vs previous 13F +3,151 shares

    0.05% of the 13F portfolio, value $2,080,592.

    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 35,364 shares
    Change vs previous 13F +1,247 shares

    0.05% of the 13F portfolio, value $1,849,520.

    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 34,117 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,802,239.

    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).