Concurrent Investment Advisors, LLC: THC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on THC, newest first. How the timeline and the estimate are built.
Concurrent Investment Advisors, LLC held 6,460 THC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 6,460 sharesChange vs previous 13F -71 shares
0.01% of the 13F portfolio, value $1,208,537.
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 6,531 sharesChange vs previous 13F -1,189 shares
0.01% of the 13F portfolio, value $1,232,465.
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 7,720 sharesChange vs previous 13F +2,438 shares
0.02% of the 13F portfolio, value $1,534,118.
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 5,282 sharesChange vs previous 13F +234 shares
0.02% of the 13F portfolio, value $1,072,457.
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 5,048 sharesChange vs previous 13F +224 shares
0.02% of the 13F portfolio, value $888,448.
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 4,824 sharesChange vs previous 13F +1,317 shares
0.02% of the 13F portfolio, value $648,828.
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).
- period ended2024-12-3113F 3,507 sharesChange vs previous 13F +574 shares
0.01% of the 13F portfolio, value $442,689.
13F-HR 0001667731-25-000197 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 ended2024-09-3013F 2,933 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $487,465.
13F-HR 0002001015-24-000007 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).