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Concurrent Investment Advisors, LLC: FHN position timeline

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

Concurrent Investment Advisors, LLC held 28,133 FHN 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 28,133 shares
    Change vs previous 13F -13,034 shares

    0.01% of the 13F portfolio, value $721,328.

    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 41,167 shares
    Change vs previous 13F +873 shares

    0.01% of the 13F portfolio, value $936,968.

    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 40,294 shares
    Change vs previous 13F +16,368 shares

    0.01% of the 13F portfolio, value $963,021.

    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 23,926 shares
    Change vs previous 13F +672 shares

    0.01% of the 13F portfolio, value $540,964.

    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 23,254 shares
    Change vs previous 13F +1,850 shares

    0.01% of the 13F portfolio, value $492,983.

    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 21,404 shares
    Change vs previous 13F +365 shares

    0.01% of the 13F portfolio, value $415,661.

    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 21,039 shares
    Change vs previous 13F +9,836 shares

    0.01% of the 13F portfolio, value $423,717.

    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 11,203 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $173,988.

    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).