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Concurrent Investment Advisors, LLC: IHDG position timeline

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

Concurrent Investment Advisors, LLC held 180,821 IHDG 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 180,821 shares
    Change vs previous 13F -242 shares

    0.08% of the 13F portfolio, value $9,471,415.

    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 181,063 shares
    Change vs previous 13F -4,489 shares

    0.1% of the 13F portfolio, value $8,718,183.

    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 185,552 shares
    Change vs previous 13F +20,718 shares

    0.1% of the 13F portfolio, value $9,028,960.

    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 164,834 shares
    Change vs previous 13F +1,418 shares

    0.13% of the 13F portfolio, value $7,595,551.

    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 163,416 shares
    Change vs previous 13F -39,961 shares

    0.14% of the 13F portfolio, value $7,361,904.

    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 203,377 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $8,826,562.

    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).