Skip to content
Disclosery

Concurrent Investment Advisors, LLC: VUG position timeline

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

Concurrent Investment Advisors, LLC held 1,073,414 VUG 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 1,073,414 shares
    Change vs previous 13F +946,008 shares

    0.79% of the 13F portfolio, value $92,463,866.

    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 127,406 shares
    Change vs previous 13F +4,100 shares

    0.61% of the 13F portfolio, value $55,649,667.

    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 123,306 shares
    Change vs previous 13F +16,568 shares

    0.69% of the 13F portfolio, value $60,155,723.

    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 106,738 shares
    Change vs previous 13F +7,251 shares

    0.88% of the 13F portfolio, value $51,192,671.

    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 99,487 shares
    Change vs previous 13F +13,257 shares

    0.85% of the 13F portfolio, value $43,615,036.

    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 86,230 shares
    Change vs previous 13F +8,150 shares

    0.78% of the 13F portfolio, value $31,975,951.

    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 78,080 shares
    Change vs previous 13F +3,811 shares

    0.87% of the 13F portfolio, value $32,047,342.

    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 74,269 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $28,513,927.

    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).