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Concurrent Investment Advisors, LLC: VO position timeline

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

Concurrent Investment Advisors, LLC held 335,429 VO 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 335,429 shares
    Change vs previous 13F +273,037 shares

    0.23% of the 13F portfolio, value $27,025,461.

    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 62,392 shares
    Change vs previous 13F +1,341 shares

    0.2% of the 13F portfolio, value $17,917,924.

    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 61,051 shares
    Change vs previous 13F +4,812 shares

    0.2% of the 13F portfolio, value $17,718,326.

    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 56,239 shares
    Change vs previous 13F +387 shares

    0.29% of the 13F portfolio, value $16,519,625.

    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 55,852 shares
    Change vs previous 13F +7,930 shares

    0.3% of the 13F portfolio, value $15,628,736.

    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 47,922 shares
    Change vs previous 13F +5,265 shares

    0.3% of the 13F portfolio, value $12,393,620.

    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 42,657 shares
    Change vs previous 13F -259 shares

    0.31% of the 13F portfolio, value $11,267,107.

    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 42,916 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $11,322,600.

    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).