Skip to content
Disclosery

Concurrent Investment Advisors, LLC: IMFL position timeline

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

Concurrent Investment Advisors, LLC held 338,386 IMFL 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 338,386 shares
    Change vs previous 13F +40,821 shares

    0.1% of the 13F portfolio, value $11,620,207.

    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 297,565 shares
    Change vs previous 13F +235,622 shares

    0.1% of the 13F portfolio, value $9,414,981.

    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 61,943 shares
    Change vs previous 13F +30,294 shares

    0.02% of the 13F portfolio, value $1,845,294.

    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 31,649 shares
    Change vs previous 13F +2,514 shares

    0.02% of the 13F portfolio, value $876,048.

    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 29,135 shares
    Change vs previous 13F +8,963 shares

    0.02% of the 13F portfolio, value $806,459.

    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 20,172 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $496,432.

    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).