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Concurrent Investment Advisors, LLC: VTEB position timeline

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

Concurrent Investment Advisors, LLC held 474,158 VTEB 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 474,158 shares
    Change vs previous 13F +192,903 shares

    0.2% of the 13F portfolio, value $23,982,866.

    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 281,255 shares
    Change vs previous 13F +66,824 shares

    0.15% of the 13F portfolio, value $14,031,802.

    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 214,431 shares
    Change vs previous 13F +96,462 shares

    0.12% of the 13F portfolio, value $10,783,699.

    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 117,969 shares
    Change vs previous 13F +20,942 shares

    0.1% of the 13F portfolio, value $5,906,716.

    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 97,027 shares
    Change vs previous 13F +19,240 shares

    0.09% of the 13F portfolio, value $4,757,217.

    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 77,787 shares
    Change vs previous 13F +2,205 shares

    0.09% of the 13F portfolio, value $3,859,766.

    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 75,582 shares
    Change vs previous 13F -6,329 shares

    0.1% of the 13F portfolio, value $3,788,909.

    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 81,911 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,187,289.

    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).