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Concurrent Investment Advisors, LLC: IEF position timeline

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

Concurrent Investment Advisors, LLC held 187,958 IEF 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 187,958 shares
    Change vs previous 13F -65,754 shares

    0.15% of the 13F portfolio, value $17,775,234.

    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 253,712 shares
    Change vs previous 13F +30,453 shares

    0.26% of the 13F portfolio, value $24,214,252.

    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 223,259 shares
    Change vs previous 13F +76,444 shares

    0.25% of the 13F portfolio, value $21,468,533.

    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 146,815 shares
    Change vs previous 13F -3,888 shares

    0.24% of the 13F portfolio, value $14,161,732.

    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 150,703 shares
    Change vs previous 13F +101,062 shares

    0.28% of the 13F portfolio, value $14,432,795.

    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 49,641 shares
    Change vs previous 13F +34,280 shares

    0.12% of the 13F portfolio, value $4,734,276.

    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 15,361 shares
    Change vs previous 13F -6,058 shares

    0.04% of the 13F portfolio, value $1,420,092.

    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 21,419 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,101,599.

    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).