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Concurrent Investment Advisors, LLC: HWM position timeline

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

Concurrent Investment Advisors, LLC held 28,743 HWM 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 28,743 shares
    Change vs previous 13F +18,204 shares

    0.07% of the 13F portfolio, value $7,727,888.

    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 10,539 shares
    Change vs previous 13F +1,036 shares

    0.03% of the 13F portfolio, value $2,428,919.

    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 9,503 shares
    Change vs previous 13F +2,576 shares

    0.02% of the 13F portfolio, value $1,948,415.

    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 6,927 shares
    Change vs previous 13F -1,086 shares

    0.02% of the 13F portfolio, value $1,359,289.

    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 8,013 shares
    Change vs previous 13F -3,443 shares

    0.03% of the 13F portfolio, value $1,491,468.

    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 11,456 shares
    Change vs previous 13F +6,610 shares

    0.04% of the 13F portfolio, value $1,486,172.

    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 4,846 shares
    Change vs previous 13F -389 shares

    0.01% of the 13F portfolio, value $529,995.

    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 5,235 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $524,769.

    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).