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Concurrent Investment Advisors, LLC: HFXI position timeline

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

Concurrent Investment Advisors, LLC held 268,863 HFXI 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 268,863 shares
    Change vs previous 13F +7,584 shares

    0.09% of the 13F portfolio, value $10,240,998.

    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 261,279 shares
    Change vs previous 13F +12,470 shares

    0.1% of the 13F portfolio, value $8,773,755.

    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 248,809 shares
    Change vs previous 13F +9,907 shares

    0.09% of the 13F portfolio, value $8,073,844.

    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 238,902 shares
    Change vs previous 13F +16,406 shares

    0.13% of the 13F portfolio, value $7,408,364.

    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 222,496 shares
    Change vs previous 13F +7,066 shares

    0.13% of the 13F portfolio, value $6,556,966.

    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 215,430 shares
    Change vs previous 13F +17,069 shares

    0.14% of the 13F portfolio, value $5,928,644.

    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 198,361 shares
    Change vs previous 13F +9,003 shares

    0.14% of the 13F portfolio, value $5,169,285.

    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 189,358 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,233,864.

    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).