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Concurrent Investment Advisors, LLC: XLG position timeline

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

Concurrent Investment Advisors, LLC held 148,505 XLG 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 148,505 shares
    Change vs previous 13F +7,320 shares

    0.08% of the 13F portfolio, value $9,092,970.

    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 141,185 shares
    Change vs previous 13F -61,152 shares

    0.08% of the 13F portfolio, value $7,701,618.

    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 202,337 shares
    Change vs previous 13F +46,306 shares

    0.14% of the 13F portfolio, value $11,994,530.

    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 156,031 shares
    Change vs previous 13F +15,446 shares

    0.15% of the 13F portfolio, value $8,974,897.

    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 140,585 shares
    Change vs previous 13F +61,598 shares

    0.14% of the 13F portfolio, value $7,324,495.

    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 78,987 shares
    Change vs previous 13F -37,569 shares

    0.09% of the 13F portfolio, value $3,634,995.

    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 116,556 shares
    Change vs previous 13F +50,322 shares

    0.16% of the 13F portfolio, value $5,823,147.

    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 66,234 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,148,095.

    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).