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Concurrent Investment Advisors, LLC: YEAR position timeline

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

Concurrent Investment Advisors, LLC held 54,582 YEAR 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 54,582 shares
    Change vs previous 13F +27,526 shares

    0.02% of the 13F portfolio, value $2,747,634.

    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 27,056 shares
    Change vs previous 13F -2,968 shares

    0.01% of the 13F portfolio, value $1,365,655.

    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 30,024 shares
    Change vs previous 13F +11,037 shares

    0.02% of the 13F portfolio, value $1,515,599.

    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 18,987 shares
    Change vs previous 13F +7,520 shares

    0.02% of the 13F portfolio, value $962,145.

    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 11,467 shares
    Change vs previous 13F -385 shares

    0.01% of the 13F portfolio, value $580,915.

    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 11,852 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $599,805.

    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).