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Concurrent Investment Advisors, LLC: SPHQ position timeline

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

Concurrent Investment Advisors, LLC held 117,960 SPHQ 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 117,960 shares
    Change vs previous 13F +5,461 shares

    0.09% of the 13F portfolio, value $10,628,156.

    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 112,499 shares
    Change vs previous 13F -6,993 shares

    0.09% of the 13F portfolio, value $8,458,764.

    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 119,492 shares
    Change vs previous 13F +63,216 shares

    0.1% of the 13F portfolio, value $8,967,862.

    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 56,276 shares
    Change vs previous 13F +17,180 shares

    0.07% of the 13F portfolio, value $4,124,445.

    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 39,096 shares
    Change vs previous 13F -32,789 shares

    0.05% of the 13F portfolio, value $2,786,004.

    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 71,885 shares
    Change vs previous 13F +17,163 shares

    0.12% of the 13F portfolio, value $4,768,831.

    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 54,722 shares
    Change vs previous 13F +21,630 shares

    0.1% of the 13F portfolio, value $3,668,038.

    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 33,092 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,226,098.

    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).