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Concurrent Investment Advisors, LLC: LHX position timeline

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

Concurrent Investment Advisors, LLC held 53,138 LHX 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 53,138 shares
    Change vs previous 13F +12,059 shares

    0.13% of the 13F portfolio, value $15,441,420.

    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 41,079 shares
    Change vs previous 13F +1,781 shares

    0.15% of the 13F portfolio, value $14,178,408.

    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 39,298 shares
    Change vs previous 13F +9,195 shares

    0.13% of the 13F portfolio, value $11,536,817.

    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 30,103 shares
    Change vs previous 13F +1,435 shares

    0.16% of the 13F portfolio, value $9,193,720.

    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 28,668 shares
    Change vs previous 13F +2,062 shares

    0.14% of the 13F portfolio, value $7,191,093.

    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 26,606 shares
    Change vs previous 13F +7,213 shares

    0.14% of the 13F portfolio, value $5,568,838.

    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 19,393 shares
    Change vs previous 13F +1,140 shares

    0.11% of the 13F portfolio, value $4,077,987.

    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 18,253 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,341,923.

    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).