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Concurrent Investment Advisors, LLC: TY position timeline

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

Concurrent Investment Advisors, LLC held 51,920 TY 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 51,920 shares
    Change vs previous 13F +2,575 shares

    0.02% of the 13F portfolio, value $1,787,093.

    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 49,345 shares
    Change vs previous 13F +4,533 shares

    0.02% of the 13F portfolio, value $1,558,810.

    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 44,812 shares
    Change vs previous 13F +6,410 shares

    0.02% of the 13F portfolio, value $1,463,545.

    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 38,402 shares
    Change vs previous 13F +2,959 shares

    0.02% of the 13F portfolio, value $1,305,672.

    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 35,443 shares
    Change vs previous 13F +679 shares

    0.02% of the 13F portfolio, value $1,122,115.

    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 34,764 shares
    Change vs previous 13F -25,107 shares

    0.03% of the 13F portfolio, value $1,066,219.

    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 59,871 shares
    Change vs previous 13F +29,212 shares

    0.05% of the 13F portfolio, value $1,897,328.

    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 30,659 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,012,983.

    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).