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Concurrent Investment Advisors, LLC: VIOO position timeline

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

Concurrent Investment Advisors, LLC held 78,715 VIOO 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 78,715 shares
    Change vs previous 13F +1,949 shares

    0.09% of the 13F portfolio, value $10,826,476.

    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 76,766 shares
    Change vs previous 13F -3,991 shares

    0.1% of the 13F portfolio, value $8,815,006.

    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 80,757 shares
    Change vs previous 13F +9,967 shares

    0.1% of the 13F portfolio, value $8,960,714.

    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 70,790 shares
    Change vs previous 13F +1,282 shares

    0.13% of the 13F portfolio, value $7,820,213.

    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 69,508 shares
    Change vs previous 13F +8,230 shares

    0.14% of the 13F portfolio, value $7,036,328.

    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 61,278 shares
    Change vs previous 13F +2,459 shares

    0.14% of the 13F portfolio, value $5,913,942.

    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 58,819 shares
    Change vs previous 13F +5,121 shares

    0.17% of the 13F portfolio, value $6,237,182.

    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 53,698 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,809,100.

    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).