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Concurrent Investment Advisors, LLC: TFC position timeline

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

Concurrent Investment Advisors, LLC held 377,499 TFC 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 377,499 shares
    Change vs previous 13F +69,929 shares

    0.16% of the 13F portfolio, value $18,807,004.

    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 307,570 shares
    Change vs previous 13F +38,868 shares

    0.15% of the 13F portfolio, value $14,139,154.

    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 268,702 shares
    Change vs previous 13F +111,518 shares

    0.15% of the 13F portfolio, value $13,222,866.

    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 157,184 shares
    Change vs previous 13F +12,743 shares

    0.12% of the 13F portfolio, value $7,186,462.

    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 144,441 shares
    Change vs previous 13F +336 shares

    0.12% of the 13F portfolio, value $6,209,503.

    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 144,105 shares
    Change vs previous 13F +11,805 shares

    0.14% of the 13F portfolio, value $5,929,933.

    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 132,300 shares
    Change vs previous 13F -1,075 shares

    0.16% of the 13F portfolio, value $5,739,157.

    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 133,375 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,704,447.

    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).