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Concurrent Investment Advisors, LLC: SPHD position timeline

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

Concurrent Investment Advisors, LLC held 23,711 SPHD 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 23,711 shares
    Change vs previous 13F -1,124 shares

    0.01% of the 13F portfolio, value $1,205,474.

    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 24,835 shares
    Change vs previous 13F +1,142 shares

    0.01% of the 13F portfolio, value $1,232,055.

    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 23,693 shares
    Change vs previous 13F -2,113 shares

    0.01% of the 13F portfolio, value $1,137,280.

    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 25,806 shares
    Change vs previous 13F -7,268 shares

    0.02% of the 13F portfolio, value $1,276,128.

    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 33,074 shares
    Change vs previous 13F +9,344 shares

    0.03% of the 13F portfolio, value $1,573,022.

    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 23,730 shares
    Change vs previous 13F +18,897 shares

    0.03% of the 13F portfolio, value $1,191,962.

    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 4,833 shares
    Change vs previous 13F -2,639 shares

    0.01% of the 13F portfolio, value $233,469.

    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 7,472 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $377,878.

    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).