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Concurrent Investment Advisors, LLC: VB position timeline

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

Concurrent Investment Advisors, LLC held 75,758 VB 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 75,758 shares
    Change vs previous 13F +12,635 shares

    0.2% of the 13F portfolio, value $22,963,858.

    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 63,123 shares
    Change vs previous 13F -697 shares

    0.18% of the 13F portfolio, value $16,533,238.

    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 63,820 shares
    Change vs previous 13F +15,441 shares

    0.19% of the 13F portfolio, value $16,462,292.

    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 48,379 shares
    Change vs previous 13F +3,774 shares

    0.21% of the 13F portfolio, value $12,301,932.

    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 44,605 shares
    Change vs previous 13F +9,468 shares

    0.21% of the 13F portfolio, value $10,570,400.

    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 35,137 shares
    Change vs previous 13F -10,164 shares

    0.19% of the 13F portfolio, value $7,791,628.

    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 45,301 shares
    Change vs previous 13F +9,067 shares

    0.29% of the 13F portfolio, value $10,884,832.

    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 36,234 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,595,174.

    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).