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Concurrent Investment Advisors, LLC: VFLO position timeline

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

Concurrent Investment Advisors, LLC held 16,383 VFLO 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 16,383 shares
    Change vs previous 13F +2,759 shares

    0.01% of the 13F portfolio, value $749,534.

    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 13,624 shares
    Change vs previous 13F -227,833 shares

    0.01% of the 13F portfolio, value $537,889.

    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 241,457 shares
    Change vs previous 13F +3,009 shares

    0.11% of the 13F portfolio, value $9,508,578.

    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 238,448 shares
    Change vs previous 13F +64 shares

    0.15% of the 13F portfolio, value $8,941,787.

    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 238,384 shares
    Change vs previous 13F -2,821 shares

    0.16% of the 13F portfolio, value $8,426,880.

    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 241,205 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $8,268,499.

    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).