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Concurrent Investment Advisors, LLC: IYW position timeline

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

Concurrent Investment Advisors, LLC held 17,110 IYW 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 17,110 shares
    Change vs previous 13F -971 shares

    0.04% of the 13F portfolio, value $4,315,634.

    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 18,081 shares
    Change vs previous 13F -134,734 shares

    0.04% of the 13F portfolio, value $3,280,349.

    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 152,815 shares
    Change vs previous 13F +57,602 shares

    0.35% of the 13F portfolio, value $30,514,177.

    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 95,213 shares
    Change vs previous 13F -18,909 shares

    0.32% of the 13F portfolio, value $18,648,338.

    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 114,122 shares
    Change vs previous 13F +87,290 shares

    0.38% of the 13F portfolio, value $19,773,845.

    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 26,832 shares
    Change vs previous 13F -26,706 shares

    0.09% of the 13F portfolio, value $3,768,253.

    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 53,538 shares
    Change vs previous 13F -5,018 shares

    0.23% of the 13F portfolio, value $8,540,398.

    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 58,556 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,878,213.

    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).