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Concurrent Investment Advisors, LLC: HEFA position timeline

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

Concurrent Investment Advisors, LLC held 81,273 HEFA 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 81,273 shares
    Change vs previous 13F +1,936 shares

    0.03% of the 13F portfolio, value $3,813,736.

    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 79,337 shares
    Change vs previous 13F -8,766 shares

    0.04% of the 13F portfolio, value $3,371,419.

    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 88,103 shares
    Change vs previous 13F +26,140 shares

    0.04% of the 13F portfolio, value $3,643,953.

    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 61,963 shares
    Change vs previous 13F -37,111 shares

    0.04% of the 13F portfolio, value $2,454,357.

    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 99,074 shares
    Change vs previous 13F -12,002 shares

    0.07% of the 13F portfolio, value $3,760,867.

    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 111,076 shares
    Change vs previous 13F +5,090 shares

    0.1% of the 13F portfolio, value $4,030,936.

    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 105,986 shares
    Change vs previous 13F +3,059 shares

    0.1% of the 13F portfolio, value $3,683,020.

    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 102,927 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,645,684.

    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).