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Concurrent Investment Advisors, LLC: UL position timeline

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

Concurrent Investment Advisors, LLC held 64,207 UL 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 64,207 shares
    Change vs previous 13F +3,183 shares

    0.03% of the 13F portfolio, value $3,860,072.

    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 61,024 shares
    Change vs previous 13F -26,820 shares

    0.04% of the 13F portfolio, value $3,476,547.

    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 87,844 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,745,005.

    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).