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Concurrent Investment Advisors, LLC: JHMM position timeline

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

Concurrent Investment Advisors, LLC held 47,101 JHMM 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 47,101 shares
    Change vs previous 13F +625 shares

    0.03% of the 13F portfolio, value $3,530,669.

    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 46,476 shares
    Change vs previous 13F +785 shares

    0.03% of the 13F portfolio, value $3,119,449.

    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 45,691 shares
    Change vs previous 13F +7,969 shares

    0.03% of the 13F portfolio, value $2,991,827.

    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 37,722 shares
    Change vs previous 13F +4,032 shares

    0.04% of the 13F portfolio, value $2,440,217.

    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 33,690 shares
    Change vs previous 13F +7,780 shares

    0.04% of the 13F portfolio, value $2,059,452.

    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 25,910 shares
    Change vs previous 13F +3,732 shares

    0.04% of the 13F portfolio, value $1,484,654.

    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 22,178 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,324,692.

    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).