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Concurrent Investment Advisors, LLC: HTGC position timeline

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

Concurrent Investment Advisors, LLC held 20,192 HTGC 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 20,192 shares
    Change vs previous 13F -3,644 shares

    <0.01% of the 13F portfolio, value $318,421.

    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 23,836 shares
    Change vs previous 13F -574 shares

    <0.01% of the 13F portfolio, value $352,061.

    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 24,410 shares
    Change vs previous 13F +1,309 shares

    0.01% of the 13F portfolio, value $459,396.

    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 23,101 shares
    Change vs previous 13F -9,892 shares

    0.01% of the 13F portfolio, value $436,833.

    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 32,993 shares
    Change vs previous 13F +4,396 shares

    0.01% of the 13F portfolio, value $603,113.

    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 28,597 shares
    Change vs previous 13F -1,018 shares

    0.01% of the 13F portfolio, value $549,350.

    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 29,615 shares
    Change vs previous 13F -2,684 shares

    0.02% of the 13F portfolio, value $594,973.

    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 32,299 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $634,345.

    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).