Skip to content
Disclosery

Concurrent Investment Advisors, LLC: VGM position timeline

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

Concurrent Investment Advisors, LLC held 13,826 VGM 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 13,826 shares
    Change vs previous 13F +1,500 shares

    <0.01% of the 13F portfolio, value $146,556.

    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 12,326 shares
    Change vs previous 13F +1,150 shares

    <0.01% of the 13F portfolio, value $121,658.

    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 11,176 shares
    Change vs previous 13F -1,629 shares

    <0.01% of the 13F portfolio, value $115,895.

    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 12,805 shares
    Change vs previous 13F +2,500 shares

    <0.01% of the 13F portfolio, value $129,587.

    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 10,305 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $97,794.

    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 10,305 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $102,638.

    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 10,305 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $104,081.

    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 10,305 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $108,821.

    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).