Concurrent Investment Advisors, LLC

SEC CIK: 0002001015
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

CG holding history

Carlyle Group Inc. in every 13F filed by Concurrent Investment Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CG overview All 13F holders of CG Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of CG by Concurrent Investment Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−7,015−100.0%	Sold out	Holders
Q4 2024	7,015	$354.2K	<0.1%	+7,015	New	Holders
Q2 2024	0	$0	0.0%	−13,368−100.0%	Sold out	Holders
Q1 2024	13,368	$627.1K	<0.1%	+13,368	New	Holders