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Concurrent Investment Advisors, LLC: ITA position timeline

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

Concurrent Investment Advisors, LLC held 52,866 ITA 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 52,866 shares
    Change vs previous 13F +4,825 shares

    0.11% of the 13F portfolio, value $12,815,892.

    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 48,041 shares
    Change vs previous 13F +3,235 shares

    0.11% of the 13F portfolio, value $10,509,053.

    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 44,806 shares
    Change vs previous 13F +9,146 shares

    0.11% of the 13F portfolio, value $9,619,293.

    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 35,660 shares
    Change vs previous 13F +8,663 shares

    0.13% of the 13F portfolio, value $7,462,312.

    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 26,997 shares
    Change vs previous 13F +7,324 shares

    0.1% of the 13F portfolio, value $5,092,668.

    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 19,673 shares
    Change vs previous 13F +7,179 shares

    0.07% of the 13F portfolio, value $3,011,915.

    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 12,494 shares
    Change vs previous 13F +2,882 shares

    0.05% of the 13F portfolio, value $1,816,054.

    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 9,612 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,438,399.

    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).