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Concurrent Investment Advisors, LLC: AIQ position timeline

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

Concurrent Investment Advisors, LLC held 31,686 AIQ 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 31,686 shares
    Change vs previous 13F +4,031 shares

    0.02% of the 13F portfolio, value $2,078,901.

    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 27,655 shares
    Change vs previous 13F +736 shares

    0.01% of the 13F portfolio, value $1,290,666.

    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 26,919 shares
    Change vs previous 13F +708 shares

    0.02% of the 13F portfolio, value $1,369,076.

    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 26,211 shares
    Change vs previous 13F +6,219 shares

    0.02% of the 13F portfolio, value $1,294,565.

    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 19,992 shares
    Change vs previous 13F +9,751 shares

    0.02% of the 13F portfolio, value $873,212.

    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 10,241 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $372,554.

    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).