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Concurrent Investment Advisors, LLC: IEI position timeline

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

Concurrent Investment Advisors, LLC held 156,603 IEI 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 156,603 shares
    Change vs previous 13F +57,797 shares

    0.16% of the 13F portfolio, value $18,393,088.

    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 98,806 shares
    Change vs previous 13F +29,001 shares

    0.13% of the 13F portfolio, value $11,718,436.

    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 69,805 shares
    Change vs previous 13F +17,745 shares

    0.1% of the 13F portfolio, value $8,331,258.

    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 52,060 shares
    Change vs previous 13F +2,652 shares

    0.11% of the 13F portfolio, value $6,221,684.

    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 49,408 shares
    Change vs previous 13F +38,231 shares

    0.11% of the 13F portfolio, value $5,883,976.

    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 11,177 shares
    Change vs previous 13F +787 shares

    0.03% of the 13F portfolio, value $1,320,354.

    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 10,390 shares
    Change vs previous 13F -221 shares

    0.03% of the 13F portfolio, value $1,200,592.

    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 10,611 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,269,137.

    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).