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Concurrent Investment Advisors, LLC: VRIG position timeline

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

Concurrent Investment Advisors, LLC held 229,701 VRIG 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 229,701 shares
    Change vs previous 13F -256,035 shares

    0.05% of the 13F portfolio, value $5,758,620.

    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 485,736 shares
    Change vs previous 13F +273,687 shares

    0.13% of the 13F portfolio, value $12,160,410.

    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 212,049 shares
    Change vs previous 13F +49,291 shares

    0.06% of the 13F portfolio, value $5,322,436.

    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 162,758 shares
    Change vs previous 13F -45,618 shares

    0.07% of the 13F portfolio, value $4,085,229.

    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 208,376 shares
    Change vs previous 13F +186,587 shares

    0.1% of the 13F portfolio, value $5,219,807.

    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 21,789 shares
    Change vs previous 13F +3,656 shares

    0.01% of the 13F portfolio, value $546,478.

    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 18,133 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $455,410.

    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).