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Concurrent Investment Advisors, LLC: VTV position timeline

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

Concurrent Investment Advisors, LLC held 483,371 VTV 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 483,371 shares
    Change vs previous 13F +139,888 shares

    0.9% of the 13F portfolio, value $105,341,059.

    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 343,483 shares
    Change vs previous 13F +13,036 shares

    0.74% of the 13F portfolio, value $67,391,394.

    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 330,447 shares
    Change vs previous 13F +31,912 shares

    0.72% of the 13F portfolio, value $63,111,914.

    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 298,535 shares
    Change vs previous 13F +15,122 shares

    0.96% of the 13F portfolio, value $55,673,792.

    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 283,413 shares
    Change vs previous 13F +34,454 shares

    0.97% of the 13F portfolio, value $50,090,340.

    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 248,959 shares
    Change vs previous 13F +13,352 shares

    1.05% of the 13F portfolio, value $43,005,254.

    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 235,607 shares
    Change vs previous 13F +15,306 shares

    1.08% of the 13F portfolio, value $39,888,347.

    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 220,301 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $38,458,026.

    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).