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Concurrent Investment Advisors, LLC: ICSH position timeline

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

Concurrent Investment Advisors, LLC held 155,150 ICSH 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 155,150 shares
    Change vs previous 13F +19,050 shares

    0.07% of the 13F portfolio, value $7,847,502.

    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 136,100 shares
    Change vs previous 13F +6,394 shares

    0.08% of the 13F portfolio, value $6,889,385.

    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 129,706 shares
    Change vs previous 13F +7,472 shares

    0.08% of the 13F portfolio, value $6,560,526.

    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 122,234 shares
    Change vs previous 13F +78,699 shares

    0.11% of the 13F portfolio, value $6,203,372.

    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 43,535 shares
    Change vs previous 13F +13,760 shares

    0.04% of the 13F portfolio, value $2,207,656.

    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 29,775 shares
    Change vs previous 13F +9,919 shares

    0.04% of the 13F portfolio, value $1,509,593.

    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 19,856 shares
    Change vs previous 13F +7,451 shares

    0.03% of the 13F portfolio, value $1,001,338.

    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 12,405 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $629,430.

    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).