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Concurrent Investment Advisors, LLC: STWD position timeline

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

Concurrent Investment Advisors, LLC held 275,305 STWD 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 275,305 shares
    Change vs previous 13F +37,647 shares

    0.04% of the 13F portfolio, value $4,509,493.

    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 237,658 shares
    Change vs previous 13F +26,959 shares

    0.04% of the 13F portfolio, value $4,092,471.

    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 210,699 shares
    Change vs previous 13F +24,669 shares

    0.04% of the 13F portfolio, value $3,794,686.

    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 186,030 shares
    Change vs previous 13F +19,451 shares

    0.06% of the 13F portfolio, value $3,603,398.

    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 166,579 shares
    Change vs previous 13F +18,049 shares

    0.06% of the 13F portfolio, value $3,343,237.

    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 148,530 shares
    Change vs previous 13F +10,720 shares

    0.07% of the 13F portfolio, value $2,936,443.

    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 137,810 shares
    Change vs previous 13F +5,868 shares

    0.07% of the 13F portfolio, value $2,611,502.

    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 131,942 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,688,988.

    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).