Concurrent Investment Advisors, LLC
- SEC CIK
- 0002001015
- Latest filing
- Jul 27, 2026
IR holding history
Ingersoll Rand Inc. in every 13F filed by Concurrent Investment Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
IR overviewAll 13F holders of IRFull Q2 2026 holdings
- Shares (Q2 2026)
- 17,665
- Value
- $1.45M
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 17,665 | $1.45M | <0.1% | +2,983+20.3% | Added | Holders |
| Q1 2026 | 14,682 | $1.18M | <0.1% | −4,523−23.6% | Reduced | Holders |
| Q4 2025 | 19,205 | $1.52M | <0.1% | +9,332+94.5% | Added | Holders |
| Q3 2025 | 9,873 | $815.7K | <0.1% | +9,873 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −3,066−100.0% | Sold out | Holders |
| Q1 2025 | 3,066 | $245.3K | <0.1% | +385+14.4% | Added | Holders |
| Q4 2024 | 2,681 | $242.5K | <0.1% | −794−22.8% | Reduced | Holders |
| Q3 2024 | 3,475 | $341.1K | <0.1% | +1,012+41.1% | Added | Holders |
| Q2 2024 | 2,463 | $223.7K | <0.1% | +2,463 | New | Holders |