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Concurrent Investment Advisors, LLC: VTEC position timeline

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

Concurrent Investment Advisors, LLC held 92,114 VTEC 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 92,114 shares
    Change vs previous 13F -317 shares

    0.08% of the 13F portfolio, value $9,266,668.

    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 92,431 shares
    Change vs previous 13F +5,377 shares

    0.1% of the 13F portfolio, value $9,158,063.

    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 87,054 shares
    Change vs previous 13F +49,410 shares

    0.1% of the 13F portfolio, value $8,728,034.

    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 37,644 shares
    Change vs previous 13F +22,746 shares

    0.06% of the 13F portfolio, value $3,755,742.

    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 14,898 shares
    Change vs previous 13F +751 shares

    0.03% of the 13F portfolio, value $1,454,194.

    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 14,147 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,392,065.

    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).