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Concurrent Investment Advisors, LLC: XEMDX position timeline

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

Concurrent Investment Advisors, LLC held 19,675 XEMDX 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 19,675 shares
    Change vs previous 13F -157 shares

    <0.01% of the 13F portfolio, value $211,310.

    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 19,832 shares
    Change vs previous 13F -405 shares

    <0.01% of the 13F portfolio, value $194,751.

    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 20,237 shares
    Change vs previous 13F +114 shares

    <0.01% of the 13F portfolio, value $215,119.

    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 20,123 shares
    Change vs previous 13F -3,574 shares

    <0.01% of the 13F portfolio, value $207,669.

    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 23,697 shares
    Change vs previous 13F +638 shares

    <0.01% of the 13F portfolio, value $238,155.

    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 23,059 shares
    Change vs previous 13F +1,005 shares

    0.01% of the 13F portfolio, value $228,054.

    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 22,054 shares
    Change vs previous 13F -2,302 shares

    0.01% of the 13F portfolio, value $212,160.

    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 24,356 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $247,945.

    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).