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Concurrent Investment Advisors, LLC: VMO position timeline

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

Concurrent Investment Advisors, LLC held 53,559 VMO 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 53,559 shares
    Change vs previous 13F +15,318 shares

    <0.01% of the 13F portfolio, value $528,628.

    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 38,241 shares
    Change vs previous 13F +4,767 shares

    <0.01% of the 13F portfolio, value $363,671.

    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 33,474 shares
    Change vs previous 13F +2,435 shares

    <0.01% of the 13F portfolio, value $320,344.

    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 31,039 shares
    Change vs previous 13F +6,010 shares

    0.01% of the 13F portfolio, value $300,150.

    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 25,029 shares
    Change vs previous 13F -14,635 shares

    <0.01% of the 13F portfolio, value $229,763.

    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 39,664 shares
    Change vs previous 13F +13,524 shares

    0.01% of the 13F portfolio, value $376,407.

    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 26,140 shares
    Change vs previous 13F -311 shares

    0.01% of the 13F portfolio, value $254,081.

    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 26,451 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $271,650.

    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).