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Concurrent Investment Advisors, LLC: TCAF position timeline

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

Concurrent Investment Advisors, LLC held 72,060 TCAF 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 72,060 shares
    Change vs previous 13F -22,455 shares

    0.03% of the 13F portfolio, value $2,961,672.

    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 94,515 shares
    Change vs previous 13F +4,709 shares

    0.04% of the 13F portfolio, value $3,363,781.

    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 89,806 shares
    Change vs previous 13F +17,674 shares

    0.04% of the 13F portfolio, value $3,432,377.

    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 72,132 shares
    Change vs previous 13F +10,686 shares

    0.05% of the 13F portfolio, value $2,719,380.

    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 61,446 shares
    Change vs previous 13F +30,209 shares

    0.04% of the 13F portfolio, value $2,167,809.

    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 31,237 shares
    Change vs previous 13F +3,007 shares

    0.02% of the 13F portfolio, value $1,008,338.

    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 28,230 shares
    Change vs previous 13F +10,295 shares

    0.03% of the 13F portfolio, value $939,223.

    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 17,935 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $596,353.

    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).