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Disclosery

Concurrent Investment Advisors, LLC: IJS position timeline

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

Concurrent Investment Advisors, LLC held 188,438 IJS 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 188,438 shares
    Change vs previous 13F +127,398 shares

    0.22% of the 13F portfolio, value $25,755,641.

    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 61,040 shares
    Change vs previous 13F +310 shares

    0.08% of the 13F portfolio, value $7,230,220.

    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 60,730 shares
    Change vs previous 13F +24,140 shares

    0.08% of the 13F portfolio, value $6,906,169.

    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 36,590 shares
    Change vs previous 13F -3,102 shares

    0.07% of the 13F portfolio, value $4,046,543.

    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 39,692 shares
    Change vs previous 13F -15,709 shares

    0.08% of the 13F portfolio, value $3,948,945.

    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 55,401 shares
    Change vs previous 13F +4,137 shares

    0.13% of the 13F portfolio, value $5,400,529.

    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 51,264 shares
    Change vs previous 13F +633 shares

    0.15% of the 13F portfolio, value $5,567,807.

    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 50,631 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,450,921.

    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).