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Concurrent Investment Advisors, LLC: USHY position timeline

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

Concurrent Investment Advisors, LLC held 310,393 USHY 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 310,393 shares
    Change vs previous 13F +157,036 shares

    0.1% of the 13F portfolio, value $11,490,761.

    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 153,357 shares
    Change vs previous 13F -24,206 shares

    0.06% of the 13F portfolio, value $5,649,649.

    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 177,563 shares
    Change vs previous 13F +63,970 shares

    0.08% of the 13F portfolio, value $6,639,967.

    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 113,593 shares
    Change vs previous 13F +33,541 shares

    0.07% of the 13F portfolio, value $4,291,553.

    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 80,052 shares
    Change vs previous 13F +26,849 shares

    0.06% of the 13F portfolio, value $3,002,734.

    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 53,203 shares
    Change vs previous 13F -14,834 shares

    0.05% of the 13F portfolio, value $1,958,415.

    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 68,037 shares
    Change vs previous 13F +2,372 shares

    0.07% of the 13F portfolio, value $2,503,063.

    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 65,665 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,472,281.

    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).