Concurrent Investment Advisors, LLC: IGF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on IGF, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 8,935 IGF shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 8,935 sharesChange vs previous 13F -221 shares
0.01% of the 13F portfolio, value $595,083.
13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,156 sharesChange vs previous 13F -314 shares
0.01% of the 13F portfolio, value $613,448.
13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,470 sharesChange vs previous 13F +235 shares
0.01% of the 13F portfolio, value $581,098.
13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,235 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $564,443.
13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,235 sharesChange vs previous 13F +5,235 shares
0.01% of the 13F portfolio, value $546,712.
13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,000 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $218,680.
13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).