Concurrent Investment Advisors, LLC: LH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on LH, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 5,369 LH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 5,369 sharesChange vs previous 13F +2,103 shares
0.01% of the 13F portfolio, value $1,503,500.
13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,266 sharesChange vs previous 13F -30 shares
0.01% of the 13F portfolio, value $871,523.
13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,296 sharesChange vs previous 13F +552 shares
0.01% of the 13F portfolio, value $826,943.
13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,744 sharesChange vs previous 13F +235 shares
0.01% of the 13F portfolio, value $787,716.
13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,509 sharesChange vs previous 13F +646 shares
0.01% of the 13F portfolio, value $658,656.
13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,863 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $433,607.
13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).