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Concurrent Investment Advisors, LLC: TBIL position timeline

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

Concurrent Investment Advisors, LLC held 35,104 TBIL 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 35,104 shares
    Change vs previous 13F -7,934 shares

    0.01% of the 13F portfolio, value $1,750,277.

    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 43,038 shares
    Change vs previous 13F -33,825 shares

    0.02% of the 13F portfolio, value $2,145,899.

    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 76,863 shares
    Change vs previous 13F +10,139 shares

    0.04% of the 13F portfolio, value $3,833,908.

    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 66,724 shares
    Change vs previous 13F -3,490 shares

    0.06% of the 13F portfolio, value $3,336,218.

    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 70,214 shares
    Change vs previous 13F +7,485 shares

    0.07% of the 13F portfolio, value $3,510,325.

    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 62,729 shares
    Change vs previous 13F +18,910 shares

    0.08% of the 13F portfolio, value $3,137,078.

    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 43,819 shares
    Change vs previous 13F +21,942 shares

    0.06% of the 13F portfolio, value $2,184,796.

    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 21,877 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,094,706.

    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).