Skip to content
Disclosery

Concurrent Investment Advisors, LLC: IVE position timeline

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

Concurrent Investment Advisors, LLC held 114,705 IVE 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 114,705 shares
    Change vs previous 13F -4,326 shares

    0.22% of the 13F portfolio, value $26,045,012.

    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 119,031 shares
    Change vs previous 13F +5,394 shares

    0.27% of the 13F portfolio, value $25,133,449.

    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 113,637 shares
    Change vs previous 13F +49,303 shares

    0.28% of the 13F portfolio, value $24,099,031.

    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 64,334 shares
    Change vs previous 13F +9,176 shares

    0.23% of the 13F portfolio, value $13,285,588.

    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 55,158 shares
    Change vs previous 13F +1,462 shares

    0.21% of the 13F portfolio, value $10,778,956.

    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 53,696 shares
    Change vs previous 13F -35,723 shares

    0.25% of the 13F portfolio, value $10,233,423.

    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 89,419 shares
    Change vs previous 13F +46,643 shares

    0.46% of the 13F portfolio, value $17,068,364.

    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 42,776 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $8,434,099.

    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).