Skip to content
Disclosery

Concurrent Investment Advisors, LLC: IWM position timeline

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

Concurrent Investment Advisors, LLC held 190,102 IWM 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 190,102 shares
    Change vs previous 13F +77,445 shares

    0.49% of the 13F portfolio, value $57,116,138.

    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 112,657 shares
    Change vs previous 13F +41 shares

    0.31% of the 13F portfolio, value $27,938,843.

    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 112,616 shares
    Change vs previous 13F +52,587 shares

    0.32% of the 13F portfolio, value $27,721,653.

    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 60,029 shares
    Change vs previous 13F -1,130 shares

    0.25% of the 13F portfolio, value $14,524,623.

    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 61,159 shares
    Change vs previous 13F +799 shares

    0.26% of the 13F portfolio, value $13,197,578.

    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 60,360 shares
    Change vs previous 13F +2,597 shares

    0.29% of the 13F portfolio, value $12,041,310.

    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 57,763 shares
    Change vs previous 13F +3,081 shares

    0.35% of the 13F portfolio, value $12,763,312.

    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 54,682 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $12,078,714.

    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).