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Concurrent Investment Advisors, LLC: IUSV position timeline

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

Concurrent Investment Advisors, LLC held 173,977 IUSV 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 173,977 shares
    Change vs previous 13F +15,382 shares

    0.16% of the 13F portfolio, value $19,163,539.

    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 158,595 shares
    Change vs previous 13F +3,029 shares

    0.18% of the 13F portfolio, value $16,216,307.

    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 155,566 shares
    Change vs previous 13F +13,574 shares

    0.18% of the 13F portfolio, value $15,951,751.

    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 141,992 shares
    Change vs previous 13F +14,229 shares

    0.24% of the 13F portfolio, value $14,192,136.

    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 127,763 shares
    Change vs previous 13F +3,457 shares

    0.23% of the 13F portfolio, value $12,090,185.

    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 124,306 shares
    Change vs previous 13F +7,027 shares

    0.28% of the 13F portfolio, value $11,472,170.

    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 117,279 shares
    Change vs previous 13F +4,757 shares

    0.29% of the 13F portfolio, value $10,858,896.

    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 112,522 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $10,744,763.

    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).