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Concurrent Investment Advisors, LLC: VWO position timeline

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

Concurrent Investment Advisors, LLC held 1,092,938 VWO 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 1,092,938 shares
    Change vs previous 13F +147,138 shares

    0.56% of the 13F portfolio, value $65,237,433.

    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 945,800 shares
    Change vs previous 13F +57,876 shares

    0.56% of the 13F portfolio, value $51,120,515.

    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 887,924 shares
    Change vs previous 13F +406,257 shares

    0.55% of the 13F portfolio, value $47,734,772.

    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 481,667 shares
    Change vs previous 13F +37,684 shares

    0.45% of the 13F portfolio, value $26,096,724.

    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 443,983 shares
    Change vs previous 13F +58,795 shares

    0.43% of the 13F portfolio, value $21,959,401.

    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 385,188 shares
    Change vs previous 13F +45,040 shares

    0.42% of the 13F portfolio, value $17,433,595.

    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 340,148 shares
    Change vs previous 13F +28,765 shares

    0.41% of the 13F portfolio, value $14,980,139.

    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 311,383 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $14,899,691.

    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).