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Concurrent Investment Advisors, LLC: USIG position timeline

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

Concurrent Investment Advisors, LLC held 114,416 USIG 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 114,416 shares
    Change vs previous 13F +16,674 shares

    0.05% of the 13F portfolio, value $5,868,378.

    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 97,742 shares
    Change vs previous 13F +4,549 shares

    0.05% of the 13F portfolio, value $5,007,348.

    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 93,193 shares
    Change vs previous 13F +81,490 shares

    0.06% of the 13F portfolio, value $4,824,599.

    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 11,703 shares
    Change vs previous 13F +265 shares

    0.01% of the 13F portfolio, value $611,121.

    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 11,438 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $588,346.

    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).