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Concurrent Investment Advisors, LLC: VXF position timeline

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

Concurrent Investment Advisors, LLC held 50,483 VXF 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 50,483 shares
    Change vs previous 13F +25,733 shares

    0.11% of the 13F portfolio, value $12,429,371.

    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 24,750 shares
    Change vs previous 13F +4,962 shares

    0.06% of the 13F portfolio, value $5,093,455.

    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 19,788 shares
    Change vs previous 13F +2,174 shares

    0.05% of the 13F portfolio, value $4,138,230.

    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 17,614 shares
    Change vs previous 13F -195 shares

    0.06% of the 13F portfolio, value $3,687,325.

    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 17,809 shares
    Change vs previous 13F +1,442 shares

    0.07% of the 13F portfolio, value $3,431,968.

    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 16,367 shares
    Change vs previous 13F +3,209 shares

    0.07% of the 13F portfolio, value $2,819,441.

    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 13,158 shares
    Change vs previous 13F +53 shares

    0.07% of the 13F portfolio, value $2,499,744.

    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 13,105 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,385,021.

    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).