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Concurrent Investment Advisors, LLC: VVR position timeline

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

Concurrent Investment Advisors, LLC held 66,432 VVR 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 66,432 shares
    Change vs previous 13F -37,194 shares

    <0.01% of the 13F portfolio, value $199,295.

    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 103,626 shares
    Change vs previous 13F +11,702 shares

    <0.01% of the 13F portfolio, value $333,675.

    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 91,924 shares
    Change vs previous 13F +2,475 shares

    <0.01% of the 13F portfolio, value $300,591.

    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 89,449 shares
    Change vs previous 13F -18,035 shares

    0.01% of the 13F portfolio, value $309,493.

    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 107,484 shares
    Change vs previous 13F -3,667 shares

    0.01% of the 13F portfolio, value $408,439.

    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 111,151 shares
    Change vs previous 13F +1,514 shares

    0.01% of the 13F portfolio, value $416,816.

    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 109,637 shares
    Change vs previous 13F -2,363 shares

    0.01% of the 13F portfolio, value $433,065.

    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 112,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $455,839.

    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).