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Concurrent Investment Advisors, LLC: TUSI position timeline

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

Concurrent Investment Advisors, LLC held 108,770 TUSI 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 108,770 shares
    Change vs previous 13F -4,900 shares

    0.02% of the 13F portfolio, value $2,747,530.

    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 113,670 shares
    Change vs previous 13F +27,500 shares

    0.03% of the 13F portfolio, value $2,878,124.

    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 86,170 shares
    Change vs previous 13F +2,800 shares

    0.02% of the 13F portfolio, value $2,183,117.

    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 83,370 shares
    Change vs previous 13F +18,000 shares

    0.04% of the 13F portfolio, value $2,114,263.

    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 65,370 shares
    Change vs previous 13F -1,144 shares

    0.03% of the 13F portfolio, value $1,655,495.

    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 66,514 shares
    Change vs previous 13F +36,544 shares

    0.04% of the 13F portfolio, value $1,684,134.

    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 29,970 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $758,391.

    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).