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Concurrent Investment Advisors, LLC: WCMI position timeline

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

Concurrent Investment Advisors, LLC held 65,666 WCMI 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 65,666 shares
    Change vs previous 13F -14,157 shares

    0.01% of the 13F portfolio, value $1,285,081.

    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 79,823 shares
    Change vs previous 13F -29,786 shares

    0.01% of the 13F portfolio, value $1,338,629.

    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 109,609 shares
    Change vs previous 13F +4,837 shares

    0.02% of the 13F portfolio, value $1,864,450.

    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 104,772 shares
    Change vs previous 13F +26,101 shares

    0.03% of the 13F portfolio, value $1,767,511.

    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 78,671 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,251,648.

    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).