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Concurrent Investment Advisors, LLC: IJK position timeline

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

Concurrent Investment Advisors, LLC held 170,893 IJK 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 170,893 shares
    Change vs previous 13F +144,441 shares

    0.17% of the 13F portfolio, value $20,079,982.

    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 26,452 shares
    Change vs previous 13F +591 shares

    0.03% of the 13F portfolio, value $2,661,646.

    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 25,861 shares
    Change vs previous 13F +10,752 shares

    0.03% of the 13F portfolio, value $2,505,416.

    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 15,109 shares
    Change vs previous 13F -249 shares

    0.03% of the 13F portfolio, value $1,448,845.

    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 15,358 shares
    Change vs previous 13F +35 shares

    0.03% of the 13F portfolio, value $1,397,268.

    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 15,323 shares
    Change vs previous 13F -1,165 shares

    0.03% of the 13F portfolio, value $1,276,127.

    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 16,488 shares
    Change vs previous 13F -144,746 shares

    0.04% of the 13F portfolio, value $1,499,230.

    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 161,234 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $14,822,202.

    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).