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Concurrent Investment Advisors, LLC: TMC position timeline

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

Concurrent Investment Advisors, LLC held 20,055 TMC 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 20,055 shares
    Change vs previous 13F +1,088 shares

    <0.01% of the 13F portfolio, value $88,845.

    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 18,967 shares
    Change vs previous 13F -20,230 shares

    <0.01% of the 13F portfolio, value $88,576.

    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 39,197 shares
    Change vs previous 13F +5,397 shares

    <0.01% of the 13F portfolio, value $241,845.

    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 33,800 shares
    Change vs previous 13F -4,068 shares

    <0.01% of the 13F portfolio, value $215,306.

    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 37,868 shares
    Change vs previous 13F +4,023 shares

    <0.01% of the 13F portfolio, value $249,929.

    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 33,845 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $58,213.

    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).