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Concurrent Investment Advisors, LLC: HD position timeline

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

Concurrent Investment Advisors, LLC held 135,438 HD 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 135,438 shares
    Change vs previous 13F +11,822 shares

    0.41% of the 13F portfolio, value $47,766,245.

    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 123,616 shares
    Change vs previous 13F +3,613 shares

    0.44% of the 13F portfolio, value $40,656,248.

    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 120,003 shares
    Change vs previous 13F +50,725 shares

    0.47% of the 13F portfolio, value $41,293,091.

    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 69,278 shares
    Change vs previous 13F +43 shares

    0.48% of the 13F portfolio, value $28,070,695.

    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 69,235 shares
    Change vs previous 13F +9,210 shares

    0.49% of the 13F portfolio, value $25,384,289.

    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 60,025 shares
    Change vs previous 13F +7,768 shares

    0.54% of the 13F portfolio, value $21,998,573.

    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 52,257 shares
    Change vs previous 13F +82 shares

    0.55% of the 13F portfolio, value $20,327,372.

    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 52,175 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $21,141,208.

    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).