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Concurrent Investment Advisors, LLC: TLH position timeline

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

Concurrent Investment Advisors, LLC held 95,603 TLH 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 95,603 shares
    Change vs previous 13F -11,364 shares

    0.08% of the 13F portfolio, value $9,593,681.

    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 106,967 shares
    Change vs previous 13F +43,444 shares

    0.12% of the 13F portfolio, value $10,773,727.

    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 63,523 shares
    Change vs previous 13F +30,561 shares

    0.07% of the 13F portfolio, value $6,458,423.

    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 32,962 shares
    Change vs previous 13F +12,629 shares

    0.06% of the 13F portfolio, value $3,394,759.

    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 20,333 shares
    Change vs previous 13F +6,702 shares

    0.04% of the 13F portfolio, value $2,065,851.

    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 13,631 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,414,206.

    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).