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Concurrent Investment Advisors, LLC: IYZ position timeline

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

Concurrent Investment Advisors, LLC held 52,295 IYZ 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 52,295 shares
    Change vs previous 13F -1,753 shares

    0.02% of the 13F portfolio, value $2,212,586.

    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 54,048 shares
    Change vs previous 13F +1,154 shares

    0.02% of the 13F portfolio, value $2,125,163.

    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 52,894 shares
    Change vs previous 13F -186 shares

    0.02% of the 13F portfolio, value $1,793,115.

    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 53,080 shares
    Change vs previous 13F +1,847 shares

    0.03% of the 13F portfolio, value $1,712,375.

    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 51,233 shares
    Change vs previous 13F +19 shares

    0.03% of the 13F portfolio, value $1,525,711.

    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 51,214 shares
    Change vs previous 13F +97 shares

    0.03% of the 13F portfolio, value $1,402,740.

    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 51,117 shares
    Change vs previous 13F +2,613 shares

    0.04% of the 13F portfolio, value $1,371,474.

    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 48,504 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,225,220.

    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).