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Concurrent Investment Advisors, LLC: VRSK position timeline

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

Concurrent Investment Advisors, LLC held 6,244 VRSK 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 6,244 shares
    Change vs previous 13F +2,249 shares

    0.01% of the 13F portfolio, value $1,121,089.

    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 3,995 shares
    Change vs previous 13F +413 shares

    0.01% of the 13F portfolio, value $758,093.

    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 3,582 shares
    Change vs previous 13F +1,025 shares

    0.01% of the 13F portfolio, value $801,298.

    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 2,557 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $643,080.

    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 2,583 shares
    Change vs previous 13F -383 shares

    0.02% of the 13F portfolio, value $804,661.

    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 2,966 shares
    Change vs previous 13F +1,591 shares

    0.02% of the 13F portfolio, value $882,804.

    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 1,375 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $378,669.

    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 1,410 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $377,815.

    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).