Skip to content
Disclosery

Concurrent Investment Advisors, LLC: IDV position timeline

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

Concurrent Investment Advisors, LLC held 32,215 IDV 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 32,215 shares
    Change vs previous 13F +3,378 shares

    0.01% of the 13F portfolio, value $1,334,673.

    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 28,837 shares
    Change vs previous 13F +4,863 shares

    0.01% of the 13F portfolio, value $1,227,317.

    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 23,974 shares
    Change vs previous 13F +7,698 shares

    0.01% of the 13F portfolio, value $945,764.

    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 16,276 shares
    Change vs previous 13F +4,141 shares

    0.01% of the 13F portfolio, value $594,899.

    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 12,135 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $418,461.

    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).