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Concurrent Investment Advisors, LLC: VEA position timeline

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

Concurrent Investment Advisors, LLC held 770,910 VEA 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 770,910 shares
    Change vs previous 13F +350,680 shares

    0.47% of the 13F portfolio, value $54,927,294.

    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 420,230 shares
    Change vs previous 13F -7,540 shares

    0.29% of the 13F portfolio, value $26,928,332.

    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 427,770 shares
    Change vs previous 13F +128,414 shares

    0.31% of the 13F portfolio, value $26,722,782.

    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 299,356 shares
    Change vs previous 13F +21,670 shares

    0.31% of the 13F portfolio, value $17,937,436.

    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 277,686 shares
    Change vs previous 13F +62,151 shares

    0.31% of the 13F portfolio, value $15,830,865.

    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 215,535 shares
    Change vs previous 13F -11,557 shares

    0.27% of the 13F portfolio, value $10,955,657.

    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 227,092 shares
    Change vs previous 13F +4,984 shares

    0.29% of the 13F portfolio, value $10,859,527.

    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 222,108 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $11,729,510.

    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).