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Concurrent Investment Advisors, LLC: HAWX position timeline

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

Concurrent Investment Advisors, LLC held 63,036 HAWX 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 63,036 shares
    Change vs previous 13F +2,875 shares

    0.03% of the 13F portfolio, value $2,931,166.

    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 60,161 shares
    Change vs previous 13F +5,123 shares

    0.03% of the 13F portfolio, value $2,459,987.

    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 55,038 shares
    Change vs previous 13F +17,084 shares

    0.02% of the 13F portfolio, value $2,172,916.

    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 37,954 shares
    Change vs previous 13F +4,774 shares

    0.02% of the 13F portfolio, value $1,435,173.

    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 33,180 shares
    Change vs previous 13F +3,696 shares

    0.02% of the 13F portfolio, value $1,172,904.

    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 29,484 shares
    Change vs previous 13F +8,509 shares

    0.02% of the 13F portfolio, value $985,960.

    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 20,975 shares
    Change vs previous 13F +10,541 shares

    0.02% of the 13F portfolio, value $675,598.

    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 10,434 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $343,982.

    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).