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Concurrent Investment Advisors, LLC: IEFA position timeline

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

Concurrent Investment Advisors, LLC held 932,380 IEFA 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 932,380 shares
    Change vs previous 13F +224,235 shares

    0.77% of the 13F portfolio, value $90,049,271.

    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 708,145 shares
    Change vs previous 13F +204,965 shares

    0.7% of the 13F portfolio, value $64,108,306.

    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 503,180 shares
    Change vs previous 13F +78,438 shares

    0.52% of the 13F portfolio, value $45,014,534.

    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 424,742 shares
    Change vs previous 13F +23,979 shares

    0.64% of the 13F portfolio, value $37,084,251.

    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 400,763 shares
    Change vs previous 13F +54,795 shares

    0.65% of the 13F portfolio, value $33,455,670.

    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 345,968 shares
    Change vs previous 13F -77,753 shares

    0.64% of the 13F portfolio, value $26,172,458.

    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 423,721 shares
    Change vs previous 13F -26,151 shares

    0.81% of the 13F portfolio, value $29,779,112.

    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 449,872 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $35,112,506.

    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).