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Concurrent Investment Advisors, LLC: YYY position timeline

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

Concurrent Investment Advisors, LLC held 16,438 YYY 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 16,438 shares
    Change vs previous 13F +1,824 shares

    <0.01% of the 13F portfolio, value $189,530.

    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 14,614 shares
    Change vs previous 13F -380 shares

    <0.01% of the 13F portfolio, value $161,192.

    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 14,994 shares
    Change vs previous 13F -354 shares

    <0.01% of the 13F portfolio, value $172,581.

    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 15,348 shares
    Change vs previous 13F -7,153 shares

    <0.01% of the 13F portfolio, value $181,260.

    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 22,501 shares
    Change vs previous 13F +3,858 shares

    0.01% of the 13F portfolio, value $263,487.

    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 18,643 shares
    Change vs previous 13F +966 shares

    0.01% of the 13F portfolio, value $212,717.

    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 17,677 shares
    Change vs previous 13F -2,108 shares

    0.01% of the 13F portfolio, value $203,639.

    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 19,785 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $243,949.

    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).