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Concurrent Investment Advisors, LLC: HPE position timeline

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

Concurrent Investment Advisors, LLC held 214,099 HPE 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 214,099 shares
    Change vs previous 13F -50,299 shares

    0.08% of the 13F portfolio, value $9,657,980.

    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 264,398 shares
    Change vs previous 13F +34,699 shares

    0.07% of the 13F portfolio, value $6,295,310.

    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 229,699 shares
    Change vs previous 13F +131,343 shares

    0.06% of the 13F portfolio, value $5,517,365.

    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 98,356 shares
    Change vs previous 13F +53,909 shares

    0.04% of the 13F portfolio, value $2,415,624.

    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 44,447 shares
    Change vs previous 13F -56,976 shares

    0.02% of the 13F portfolio, value $908,943.

    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 101,423 shares
    Change vs previous 13F +19,951 shares

    0.04% of the 13F portfolio, value $1,564,950.

    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 81,472 shares
    Change vs previous 13F +4,727 shares

    0.05% of the 13F portfolio, value $1,739,430.

    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 76,745 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,570,195.

    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).