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Concurrent Investment Advisors, LLC: USFR position timeline

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

Concurrent Investment Advisors, LLC held 388,536 USFR 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 388,536 shares
    Change vs previous 13F -271 shares

    0.17% of the 13F portfolio, value $19,562,801.

    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 388,807 shares
    Change vs previous 13F +27,211 shares

    0.21% of the 13F portfolio, value $19,572,531.

    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 361,596 shares
    Change vs previous 13F +34,854 shares

    0.21% of the 13F portfolio, value $18,195,519.

    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 326,742 shares
    Change vs previous 13F +14,828 shares

    0.28% of the 13F portfolio, value $16,425,316.

    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 311,914 shares
    Change vs previous 13F -12,736 shares

    0.3% of the 13F portfolio, value $15,692,413.

    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 324,650 shares
    Change vs previous 13F -800 shares

    0.4% of the 13F portfolio, value $16,339,616.

    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 325,450 shares
    Change vs previous 13F +47,599 shares

    0.44% of the 13F portfolio, value $16,376,658.

    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 277,851 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $13,953,689.

    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).