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Concurrent Investment Advisors, LLC: VCSH position timeline

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

Concurrent Investment Advisors, LLC held 160,728 VCSH 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 160,728 shares
    Change vs previous 13F +90,433 shares

    0.11% of the 13F portfolio, value $12,702,351.

    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 70,295 shares
    Change vs previous 13F +16,980 shares

    0.06% of the 13F portfolio, value $5,572,298.

    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 53,315 shares
    Change vs previous 13F +13,204 shares

    0.05% of the 13F portfolio, value $4,250,844.

    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 40,111 shares
    Change vs previous 13F +5,987 shares

    0.06% of the 13F portfolio, value $3,206,074.

    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 34,124 shares
    Change vs previous 13F -389 shares

    0.05% of the 13F portfolio, value $2,712,861.

    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 34,513 shares
    Change vs previous 13F +15,865 shares

    0.07% of the 13F portfolio, value $2,724,417.

    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 18,648 shares
    Change vs previous 13F +6,078 shares

    0.04% of the 13F portfolio, value $1,454,718.

    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 12,570 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $998,348.

    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).