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Concurrent Investment Advisors, LLC: IVLU position timeline

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

Concurrent Investment Advisors, LLC held 89,037 IVLU 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 89,037 shares
    Change vs previous 13F -3,250 shares

    0.03% of the 13F portfolio, value $3,723,544.

    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 92,287 shares
    Change vs previous 13F -136,973 shares

    0.04% of the 13F portfolio, value $3,661,948.

    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 229,260 shares
    Change vs previous 13F +4,999 shares

    0.1% of the 13F portfolio, value $8,723,343.

    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 224,261 shares
    Change vs previous 13F -58,892 shares

    0.14% of the 13F portfolio, value $7,956,780.

    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 283,153 shares
    Change vs previous 13F -21,567 shares

    0.18% of the 13F portfolio, value $9,312,902.

    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 304,720 shares
    Change vs previous 13F +210,586 shares

    0.22% of the 13F portfolio, value $9,236,063.

    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 94,134 shares
    Change vs previous 13F +21,813 shares

    0.07% of the 13F portfolio, value $2,551,973.

    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 72,321 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,135,639.

    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).