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Concurrent Investment Advisors, LLC: SCHF position timeline

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

Concurrent Investment Advisors, LLC held 180,044 SCHF 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 180,044 shares
    Change vs previous 13F +29,976 shares

    0.04% of the 13F portfolio, value $4,987,220.

    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 150,068 shares
    Change vs previous 13F +34,609 shares

    0.04% of the 13F portfolio, value $3,714,189.

    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 115,459 shares
    Change vs previous 13F +9,383 shares

    0.03% of the 13F portfolio, value $2,775,623.

    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 106,076 shares
    Change vs previous 13F +16,231 shares

    0.04% of the 13F portfolio, value $2,469,459.

    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 89,845 shares
    Change vs previous 13F +27,896 shares

    0.04% of the 13F portfolio, value $1,985,037.

    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 61,949 shares
    Change vs previous 13F +11,942 shares

    0.03% of the 13F portfolio, value $1,225,344.

    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 50,007 shares
    Change vs previous 13F +30,563 shares

    0.03% of the 13F portfolio, value $925,133.

    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 19,444 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $799,554.

    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).