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Concurrent Investment Advisors, LLC: STXE position timeline

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

Concurrent Investment Advisors, LLC held 28,233 STXE 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 28,233 shares
    Change vs previous 13F +303 shares

    0.01% of the 13F portfolio, value $1,483,734.

    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 27,930 shares
    Change vs previous 13F +1,259 shares

    0.01% of the 13F portfolio, value $1,091,514.

    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 26,671 shares
    Change vs previous 13F +391 shares

    0.01% of the 13F portfolio, value $957,978.

    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 26,280 shares
    Change vs previous 13F +190 shares

    0.01% of the 13F portfolio, value $864,187.

    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 26,090 shares
    Change vs previous 13F -580 shares

    0.02% of the 13F portfolio, value $809,146.

    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 26,670 shares
    Change vs previous 13F -52,373 shares

    0.02% of the 13F portfolio, value $728,709.

    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 79,043 shares
    Change vs previous 13F -1,493 shares

    0.06% of the 13F portfolio, value $2,179,221.

    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 80,536 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,443,763.

    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).