Skip to content
Disclosery

Concurrent Investment Advisors, LLC: IWD position timeline

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

Concurrent Investment Advisors, LLC held 222,877 IWD 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 222,877 shares
    Change vs previous 13F +33,293 shares

    0.46% of the 13F portfolio, value $54,031,941.

    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 189,584 shares
    Change vs previous 13F +10,526 shares

    0.44% of the 13F portfolio, value $40,508,243.

    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 179,058 shares
    Change vs previous 13F +153,572 shares

    0.43% of the 13F portfolio, value $37,663,107.

    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 25,486 shares
    Change vs previous 13F +3,718 shares

    0.09% of the 13F portfolio, value $5,188,676.

    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 21,768 shares
    Change vs previous 13F +8,570 shares

    0.08% of the 13F portfolio, value $4,228,067.

    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 13,198 shares
    Change vs previous 13F +3,766 shares

    0.06% of the 13F portfolio, value $2,483,369.

    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 9,432 shares
    Change vs previous 13F +1,235 shares

    0.05% of the 13F portfolio, value $1,746,062.

    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 8,197 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,555,800.

    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).