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Concurrent Investment Advisors, LLC: VOO position timeline

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

Concurrent Investment Advisors, LLC held 543,613 VOO 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 543,613 shares
    Change vs previous 13F +199,496 shares

    3.19% of the 13F portfolio, value $373,358,931.

    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 344,117 shares
    Change vs previous 13F +56,533 shares

    2.25% of the 13F portfolio, value $205,627,320.

    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 287,584 shares
    Change vs previous 13F +40,789 shares

    2.06% of the 13F portfolio, value $180,352,656.

    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 246,795 shares
    Change vs previous 13F -9,567 shares

    2.61% of the 13F portfolio, value $151,132,462.

    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 256,362 shares
    Change vs previous 13F +23,986 shares

    2.82% of the 13F portfolio, value $145,621,106.

    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 232,376 shares
    Change vs previous 13F +46,219 shares

    2.91% of the 13F portfolio, value $119,420,367.

    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 186,157 shares
    Change vs previous 13F -19,341 shares

    2.72% of the 13F portfolio, value $100,303,183.

    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 205,498 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $108,434,951.

    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).