Skip to content
Disclosery

Concurrent Investment Advisors, LLC: HAL position timeline

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

Concurrent Investment Advisors, LLC held 102,509 HAL 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 102,509 shares
    Change vs previous 13F +13,549 shares

    0.03% of the 13F portfolio, value $3,480,187.

    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 88,960 shares
    Change vs previous 13F +6,852 shares

    0.04% of the 13F portfolio, value $3,468,567.

    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 82,108 shares
    Change vs previous 13F -91,208 shares

    0.03% of the 13F portfolio, value $2,320,385.

    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 173,316 shares
    Change vs previous 13F +18,259 shares

    0.07% of the 13F portfolio, value $4,263,563.

    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 155,057 shares
    Change vs previous 13F +26,706 shares

    0.06% of the 13F portfolio, value $3,160,065.

    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 128,351 shares
    Change vs previous 13F +23,987 shares

    0.08% of the 13F portfolio, value $3,256,265.

    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 104,364 shares
    Change vs previous 13F -14,429 shares

    0.08% of the 13F portfolio, value $2,837,663.

    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 118,793 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,450,928.

    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).