Skip to content
Disclosery

Concurrent Investment Advisors, LLC: VTI position timeline

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

Concurrent Investment Advisors, LLC held 290,150 VTI 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 290,150 shares
    Change vs previous 13F +114,701 shares

    0.92% of the 13F portfolio, value $107,366,880.

    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 175,449 shares
    Change vs previous 13F +6,326 shares

    0.61% of the 13F portfolio, value $56,285,658.

    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 169,123 shares
    Change vs previous 13F +20,602 shares

    0.65% of the 13F portfolio, value $56,701,815.

    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 148,521 shares
    Change vs previous 13F +1,115 shares

    0.84% of the 13F portfolio, value $48,739,992.

    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 147,406 shares
    Change vs previous 13F +17,242 shares

    0.87% of the 13F portfolio, value $44,801,226.

    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 130,164 shares
    Change vs previous 13F -12,696 shares

    0.87% of the 13F portfolio, value $35,774,230.

    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 142,860 shares
    Change vs previous 13F -11,594 shares

    1.12% of the 13F portfolio, value $41,402,394.

    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 154,454 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $43,735,156.

    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).