Form 13-F position report

INDIAFD INC

Reported by Concurrent Investment Advisors LLC

IFN CUSIP 454089103 Manager CIK 0002001015

Reported 38,857 shares, down 7,276 (15.8%) from the prior quarter.

Reported value -15.7%; share count -15.8% vs. the prior quarter.

Reduced
% of reported 13F value 0.01% This manager · Q1 2025
Shares 38,857 Quarter-end amount reported
Reported value $612,775 Fair value at quarter end
Consecutive quarters held 3 Through Q1 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2024-09-30 880624
2024-12-31 726595
2025-03-31 612775
2025-06-30 463948
2025-09-30 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

5 quarters
Quarterly reported position history for INDIAFD INC held by Concurrent Investment Advisors LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2025 Reduced 0 -28,067 (-100.0%) 0 $0 2025-10-27
Q2 2025 Reduced 28,067 -10,790 (-27.8%) < 0.01% $463,948 2025-07-25
Q1 2025 Reduced 38,857 -7,276 (-15.8%) 0.01% $612,775 2025-04-29
Q4 2024 Reduced 46,133 -167 (-0.4%) 0.02% $726,595 2025-02-03
Q3 2024 New 46,300 +46,300 (0.0%) 0.03% $880,624 2024-10-30

Who else reported the position

108 managers reported INDIAFD INC for Q1 2025.

Managers reporting INDIAFD INC in Q1 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
MORGAN STANLEY Added 1,405,678 +93,327 < 0.01% $22,167,551 48 qtrs
Penserra Capital Management LLC Added 972,936 +702,686 0.27% $15,343,000 3 qtrs
RAYMOND JAMES FINANCIAL INC Added 527,682 +52,520 < 0.01% $8,321,535 2 qtrs
Cetera Investment Advisers Added 475,056 +40,798 0.01% $7,491,636 5 qtrs
RIVERNORTH CAPITAL MANAGEMENT LLC Reduced 321,905 -13,169 0.27% $5,076,442 3 qtrs
ROYAL BANK OF CANADA Reduced 259,529 -22,119 < 0.01% $4,093,000 48 qtrs
STRS OHIO Unchanged 240,000 0 0.02% $3,784,800 48 qtrs
UBS Group AG Reduced 230,575 -73,881 < 0.01% $3,636,168 42 qtrs
Janney Montgomery Scott LLC Added 186,602 +13,747 < 0.01% $2,943,000 2 qtrs
LPL Financial LLC Added 141,802 +16,877 < 0.01% $2,236,217 9 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2025
Filed
April 29, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
38,857

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.