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Concurrent Investment Advisors, LLC: TOTL position timeline

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

Concurrent Investment Advisors, LLC held 273,074 TOTL 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 273,074 shares
    Change vs previous 13F -375,303 shares

    0.09% of the 13F portfolio, value $10,778,233.

    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 648,377 shares
    Change vs previous 13F +65,693 shares

    0.28% of the 13F portfolio, value $25,760,042.

    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 582,684 shares
    Change vs previous 13F +138,299 shares

    0.27% of the 13F portfolio, value $23,453,036.

    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 444,385 shares
    Change vs previous 13F +45,006 shares

    0.31% of the 13F portfolio, value $18,028,690.

    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 399,379 shares
    Change vs previous 13F +37,368 shares

    0.31% of the 13F portfolio, value $16,019,093.

    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 362,011 shares
    Change vs previous 13F +59,733 shares

    0.36% of the 13F portfolio, value $14,585,413.

    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 302,278 shares
    Change vs previous 13F +275,434 shares

    0.32% of the 13F portfolio, value $11,906,716.

    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 26,844 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,111,342.

    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).