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Disclosery

Concurrent Investment Advisors, LLC: ICE position timeline

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

Concurrent Investment Advisors, LLC held 26,439 ICE 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 26,439 shares
    Change vs previous 13F +4,009 shares

    0.03% of the 13F portfolio, value $3,254,936.

    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 22,430 shares
    Change vs previous 13F -540 shares

    0.04% of the 13F portfolio, value $3,527,904.

    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 22,970 shares
    Change vs previous 13F +5,458 shares

    0.04% of the 13F portfolio, value $3,720,296.

    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 17,512 shares
    Change vs previous 13F +196 shares

    0.05% of the 13F portfolio, value $2,950,382.

    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 17,316 shares
    Change vs previous 13F +1,192 shares

    0.06% of the 13F portfolio, value $3,176,973.

    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 16,124 shares
    Change vs previous 13F +2,511 shares

    0.07% of the 13F portfolio, value $2,781,340.

    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 13,613 shares
    Change vs previous 13F +51 shares

    0.05% of the 13F portfolio, value $2,028,469.

    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 13,562 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,178,529.

    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).