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Concurrent Investment Advisors, LLC: VOE position timeline

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

Concurrent Investment Advisors, LLC held 56,778 VOE 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 56,778 shares
    Change vs previous 13F +15,127 shares

    0.1% of the 13F portfolio, value $11,219,410.

    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 41,651 shares
    Change vs previous 13F +2,195 shares

    0.08% of the 13F portfolio, value $7,675,446.

    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 39,456 shares
    Change vs previous 13F +3,088 shares

    0.08% of the 13F portfolio, value $6,998,271.

    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 36,368 shares
    Change vs previous 13F +4,462 shares

    0.11% of the 13F portfolio, value $6,349,091.

    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 31,906 shares
    Change vs previous 13F +2,241 shares

    0.1% of the 13F portfolio, value $5,247,278.

    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 29,665 shares
    Change vs previous 13F +3,404 shares

    0.12% of the 13F portfolio, value $4,762,453.

    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 26,261 shares
    Change vs previous 13F +1,763 shares

    0.12% of the 13F portfolio, value $4,248,197.

    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 24,498 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,107,661.

    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).