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Concurrent Investment Advisors, LLC: FMHI position timeline

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

Concurrent Investment Advisors, LLC held 33,984 FMHI 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 33,984 shares
    Change vs previous 13F +18,020 shares

    0.01% of the 13F portfolio, value $1,647,884.

    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 15,964 shares
    Change vs previous 13F -2,783 shares

    0.01% of the 13F portfolio, value $758,929.

    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 18,747 shares
    Change vs previous 13F +4,372 shares

    0.01% of the 13F portfolio, value $898,626.

    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 14,375 shares
    Change vs previous 13F -4,319 shares

    0.01% of the 13F portfolio, value $682,956.

    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 18,694 shares
    Change vs previous 13F -9,116 shares

    0.02% of the 13F portfolio, value $873,010.

    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 27,810 shares
    Change vs previous 13F +290 shares

    0.03% of the 13F portfolio, value $1,329,455.

    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 27,520 shares
    Change vs previous 13F +800 shares

    0.04% of the 13F portfolio, value $1,328,936.

    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 26,720 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,319,963.

    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).