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Concurrent Investment Advisors, LLC: VDE position timeline

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

Concurrent Investment Advisors, LLC held 27,752 VDE 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 27,752 shares
    Change vs previous 13F -9,937 shares

    0.04% of the 13F portfolio, value $4,166,454.

    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 37,689 shares
    Change vs previous 13F +12,997 shares

    0.07% of the 13F portfolio, value $6,521,665.

    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 24,692 shares
    Change vs previous 13F -150 shares

    0.04% of the 13F portfolio, value $3,109,253.

    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 24,842 shares
    Change vs previous 13F +1,868 shares

    0.05% of the 13F portfolio, value $3,126,594.

    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 22,974 shares
    Change vs previous 13F +641 shares

    0.05% of the 13F portfolio, value $2,736,615.

    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 22,333 shares
    Change vs previous 13F -1,027 shares

    0.07% of the 13F portfolio, value $2,896,817.

    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 23,360 shares
    Change vs previous 13F +481 shares

    0.08% of the 13F portfolio, value $2,833,823.

    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 22,879 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,801,999.

    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).