Concurrent Investment Advisors, LLC: DHS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on DHS, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 3,845 DHS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 3,845 sharesChange vs previous 13F +471 shares
<0.01% of the 13F portfolio, value $437,118.
13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,374 sharesChange vs previous 13F +403 shares
<0.01% of the 13F portfolio, value $368,508.
13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,971 sharesChange vs previous 13F +450 shares
<0.01% of the 13F portfolio, value $302,507.
13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,521 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $253,991.
13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).