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Concurrent Investment Advisors, LLC: TCAL position timeline

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

Concurrent Investment Advisors, LLC held 174,224 TCAL 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 174,224 shares
    Change vs previous 13F +50,998 shares

    0.03% of the 13F portfolio, value $3,867,765.

    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 123,226 shares
    Change vs previous 13F +77,216 shares

    0.03% of the 13F portfolio, value $2,754,102.

    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 46,010 shares
    Change vs previous 13F -4,569 shares

    0.01% of the 13F portfolio, value $1,084,463.

    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 50,579 shares
    Change vs previous 13F +42,442 shares

    0.02% of the 13F portfolio, value $1,233,616.

    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 8,137 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $200,990.

    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).