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Disclosery

Concurrent Investment Advisors, LLC: SW position timeline

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

Concurrent Investment Advisors, LLC held 140,975 SW 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 140,975 shares
    Change vs previous 13F +416 shares

    0.06% of the 13F portfolio, value $6,521,541.

    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 140,559 shares
    Change vs previous 13F -1,400 shares

    0.06% of the 13F portfolio, value $5,601,271.

    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 141,959 shares
    Change vs previous 13F +7,768 shares

    0.06% of the 13F portfolio, value $5,489,588.

    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 134,191 shares
    Change vs previous 13F -529 shares

    0.1% of the 13F portfolio, value $5,712,503.

    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 134,720 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,813,174.

    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).