Skip to content
Disclosery

Concurrent Investment Advisors, LLC: VIG position timeline

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

Concurrent Investment Advisors, LLC held 235,116 VIG 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 235,116 shares
    Change vs previous 13F +44,559 shares

    0.48% of the 13F portfolio, value $55,633,317.

    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 190,557 shares
    Change vs previous 13F +3,633 shares

    0.45% of the 13F portfolio, value $40,981,109.

    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 186,924 shares
    Change vs previous 13F +15,078 shares

    0.47% of the 13F portfolio, value $41,082,243.

    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 171,846 shares
    Change vs previous 13F +10,189 shares

    0.64% of the 13F portfolio, value $37,082,626.

    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 161,657 shares
    Change vs previous 13F +87,250 shares

    0.64% of the 13F portfolio, value $33,086,300.

    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 74,407 shares
    Change vs previous 13F +3,388 shares

    0.35% of the 13F portfolio, value $14,434,282.

    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 71,019 shares
    Change vs previous 13F -3,241 shares

    0.38% of the 13F portfolio, value $13,907,693.

    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 74,260 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $14,707,962.

    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).