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Disclosery

Concurrent Investment Advisors, LLC: VFH position timeline

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

Concurrent Investment Advisors, LLC held 34,065 VFH 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 34,065 shares
    Change vs previous 13F -660 shares

    0.04% of the 13F portfolio, value $4,483,017.

    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 34,725 shares
    Change vs previous 13F -2,037 shares

    0.05% of the 13F portfolio, value $4,195,117.

    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 36,762 shares
    Change vs previous 13F +706 shares

    0.06% of the 13F portfolio, value $4,907,378.

    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 36,056 shares
    Change vs previous 13F -3,709 shares

    0.08% of the 13F portfolio, value $4,732,047.

    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 39,765 shares
    Change vs previous 13F -50 shares

    0.1% of the 13F portfolio, value $5,062,038.

    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 39,815 shares
    Change vs previous 13F +8,910 shares

    0.12% of the 13F portfolio, value $4,756,653.

    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 30,905 shares
    Change vs previous 13F -1,656 shares

    0.1% of the 13F portfolio, value $3,648,915.

    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 32,561 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,578,753.

    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).