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Concurrent Investment Advisors, LLC: V position timeline

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

Concurrent Investment Advisors, LLC held 119,124 V 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 119,124 shares
    Change vs previous 13F +20,826 shares

    0.35% of the 13F portfolio, value $40,870,054.

    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 98,298 shares
    Change vs previous 13F -10,876 shares

    0.32% of the 13F portfolio, value $29,709,616.

    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 109,174 shares
    Change vs previous 13F +33,376 shares

    0.44% of the 13F portfolio, value $38,288,221.

    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 75,798 shares
    Change vs previous 13F -983 shares

    0.45% of the 13F portfolio, value $25,876,076.

    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 76,781 shares
    Change vs previous 13F +6,879 shares

    0.53% of the 13F portfolio, value $27,261,133.

    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 69,902 shares
    Change vs previous 13F +5,857 shares

    0.6% of the 13F portfolio, value $24,497,895.

    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 64,045 shares
    Change vs previous 13F -2,062 shares

    0.55% of the 13F portfolio, value $20,240,710.

    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 66,107 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $18,176,088.

    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).