Skip to content
Disclosery

Concurrent Investment Advisors, LLC: IYH position timeline

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

Concurrent Investment Advisors, LLC held 163,818 IYH 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 163,818 shares
    Change vs previous 13F +15,232 shares

    0.09% of the 13F portfolio, value $10,977,455.

    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 148,586 shares
    Change vs previous 13F +12,138 shares

    0.1% of the 13F portfolio, value $9,158,855.

    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 136,448 shares
    Change vs previous 13F +125,910 shares

    0.1% of the 13F portfolio, value $8,882,745.

    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 10,538 shares
    Change vs previous 13F -729 shares

    0.01% of the 13F portfolio, value $618,805.

    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 11,267 shares
    Change vs previous 13F -3,978 shares

    0.01% of the 13F portfolio, value $636,340.

    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 15,245 shares
    Change vs previous 13F +10,209 shares

    0.02% of the 13F portfolio, value $928,298.

    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 5,036 shares
    Change vs previous 13F -410 shares

    0.01% of the 13F portfolio, value $293,440.

    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 5,446 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $354,004.

    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).