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Concurrent Investment Advisors, LLC: IWF position timeline

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

Concurrent Investment Advisors, LLC held 348,273 IWF 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 348,273 shares
    Change vs previous 13F +286,856 shares

    0.37% of the 13F portfolio, value $43,245,129.

    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 61,417 shares
    Change vs previous 13F -24 shares

    0.29% of the 13F portfolio, value $26,188,333.

    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 61,441 shares
    Change vs previous 13F +54,043 shares

    0.33% of the 13F portfolio, value $29,080,226.

    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 7,398 shares
    Change vs previous 13F +727 shares

    0.06% of the 13F portfolio, value $3,465,247.

    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 6,671 shares
    Change vs previous 13F +703 shares

    0.05% of the 13F portfolio, value $2,832,452.

    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 5,968 shares
    Change vs previous 13F +351 shares

    0.05% of the 13F portfolio, value $2,155,150.

    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 5,617 shares
    Change vs previous 13F +52 shares

    0.06% of the 13F portfolio, value $2,255,548.

    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 5,565 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,089,074.

    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).