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Concurrent Investment Advisors, LLC: USMV position timeline

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

Concurrent Investment Advisors, LLC held 122,383 USMV 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 122,383 shares
    Change vs previous 13F +34,954 shares

    0.1% of the 13F portfolio, value $11,805,014.

    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 87,429 shares
    Change vs previous 13F -6,226 shares

    0.09% of the 13F portfolio, value $8,108,174.

    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 93,655 shares
    Change vs previous 13F +8,469 shares

    0.1% of the 13F portfolio, value $8,818,567.

    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 85,186 shares
    Change vs previous 13F +1,201 shares

    0.14% of the 13F portfolio, value $8,104,554.

    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 83,985 shares
    Change vs previous 13F +27,418 shares

    0.15% of the 13F portfolio, value $7,883,668.

    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 56,567 shares
    Change vs previous 13F -13,104 shares

    0.13% of the 13F portfolio, value $5,298,088.

    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 69,671 shares
    Change vs previous 13F -57,365 shares

    0.17% of the 13F portfolio, value $6,186,105.

    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 127,036 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $11,599,645.

    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).