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Concurrent Investment Advisors, LLC: VYM position timeline

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

Concurrent Investment Advisors, LLC held 166,859 VYM 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 166,859 shares
    Change vs previous 13F +3,226 shares

    0.23% of the 13F portfolio, value $26,368,703.

    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 163,633 shares
    Change vs previous 13F -17,165 shares

    0.26% of the 13F portfolio, value $24,234,015.

    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 180,798 shares
    Change vs previous 13F +15,173 shares

    0.3% of the 13F portfolio, value $25,948,074.

    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 165,625 shares
    Change vs previous 13F +10,466 shares

    0.4% of the 13F portfolio, value $23,344,810.

    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 155,159 shares
    Change vs previous 13F +11,362 shares

    0.4% of the 13F portfolio, value $20,684,263.

    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 143,797 shares
    Change vs previous 13F +10,660 shares

    0.45% of the 13F portfolio, value $18,544,008.

    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 133,137 shares
    Change vs previous 13F -15,313 shares

    0.46% of the 13F portfolio, value $16,986,987.

    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 148,450 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $19,031,264.

    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).