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Concurrent Investment Advisors, LLC: IUSG position timeline

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

Concurrent Investment Advisors, LLC held 120,374 IUSG 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 120,374 shares
    Change vs previous 13F +3,308 shares

    0.19% of the 13F portfolio, value $22,641,159.

    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 117,066 shares
    Change vs previous 13F +3,086 shares

    0.2% of the 13F portfolio, value $18,158,132.

    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 113,980 shares
    Change vs previous 13F +8,303 shares

    0.22% of the 13F portfolio, value $19,141,858.

    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 105,677 shares
    Change vs previous 13F +3,653 shares

    0.3% of the 13F portfolio, value $17,388,082.

    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 102,024 shares
    Change vs previous 13F +182 shares

    0.3% of the 13F portfolio, value $15,344,407.

    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 101,842 shares
    Change vs previous 13F +7,560 shares

    0.32% of the 13F portfolio, value $12,942,102.

    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 94,282 shares
    Change vs previous 13F +1,903 shares

    0.36% of the 13F portfolio, value $13,138,236.

    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 92,379 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $12,185,766.

    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).