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Concurrent Investment Advisors, LLC: IGSB position timeline

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

Concurrent Investment Advisors, LLC held 57,971 IGSB 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 57,971 shares
    Change vs previous 13F +4,999 shares

    0.03% of the 13F portfolio, value $3,038,287.

    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 52,972 shares
    Change vs previous 13F +10,595 shares

    0.03% of the 13F portfolio, value $2,784,231.

    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 42,377 shares
    Change vs previous 13F +5,308 shares

    0.03% of the 13F portfolio, value $2,240,911.

    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 37,069 shares
    Change vs previous 13F +9,592 shares

    0.03% of the 13F portfolio, value $1,965,771.

    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 27,477 shares
    Change vs previous 13F +4,467 shares

    0.03% of the 13F portfolio, value $1,449,693.

    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 23,010 shares
    Change vs previous 13F +1,543 shares

    0.03% of the 13F portfolio, value $1,205,027.

    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 21,467 shares
    Change vs previous 13F +4,994 shares

    0.03% of the 13F portfolio, value $1,109,840.

    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 16,473 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $867,448.

    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).