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Concurrent Investment Advisors, LLC: HQY position timeline

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

Concurrent Investment Advisors, LLC held 11,318 HQY 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 11,318 shares
    Change vs previous 13F +3,472 shares

    0.01% of the 13F portfolio, value $1,022,242.

    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 7,846 shares
    Change vs previous 13F -1,150 shares

    0.01% of the 13F portfolio, value $655,690.

    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 8,996 shares
    Change vs previous 13F +6,678 shares

    0.01% of the 13F portfolio, value $824,123.

    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 2,318 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $219,677.

    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).