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Concurrent Investment Advisors, LLC: WTV position timeline

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

Concurrent Investment Advisors, LLC held 9,298 WTV 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 9,298 shares
    Change vs previous 13F -1,297 shares

    0.01% of the 13F portfolio, value $945,762.

    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 10,595 shares
    Change vs previous 13F -44,190 shares

    0.01% of the 13F portfolio, value $1,003,687.

    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 54,785 shares
    Change vs previous 13F -2,004 shares

    0.06% of the 13F portfolio, value $5,111,419.

    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 56,789 shares
    Change vs previous 13F -9,257 shares

    0.09% of the 13F portfolio, value $5,168,357.

    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 66,046 shares
    Change vs previous 13F +8,290 shares

    0.11% of the 13F portfolio, value $5,706,399.

    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 57,756 shares
    Change vs previous 13F +53,469 shares

    0.12% of the 13F portfolio, value $4,745,820.

    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 4,287 shares
    Change vs previous 13F +1,302 shares

    0.01% of the 13F portfolio, value $358,307.

    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 2,985 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $238,815.

    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).