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Disclosery

Concurrent Investment Advisors, LLC: IJT position timeline

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

Concurrent Investment Advisors, LLC held 58,134 IJT 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 58,134 shares
    Change vs previous 13F +1,591 shares

    0.09% of the 13F portfolio, value $10,382,737.

    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 56,543 shares
    Change vs previous 13F +1,140 shares

    0.09% of the 13F portfolio, value $8,182,346.

    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 55,403 shares
    Change vs previous 13F +1,261 shares

    0.09% of the 13F portfolio, value $7,820,725.

    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 54,142 shares
    Change vs previous 13F +3,333 shares

    0.13% of the 13F portfolio, value $7,661,076.

    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 50,809 shares
    Change vs previous 13F +4,712 shares

    0.13% of the 13F portfolio, value $6,759,675.

    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 46,097 shares
    Change vs previous 13F +124 shares

    0.14% of the 13F portfolio, value $5,739,112.

    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 45,973 shares
    Change vs previous 13F +3,174 shares

    0.17% of the 13F portfolio, value $6,223,428.

    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 42,799 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,969,980.

    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).