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Concurrent Investment Advisors, LLC: VHT position timeline

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

Concurrent Investment Advisors, LLC held 13,799 VHT 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 13,799 shares
    Change vs previous 13F -157 shares

    0.04% of the 13F portfolio, value $4,125,980.

    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 13,956 shares
    Change vs previous 13F -1,825 shares

    0.04% of the 13F portfolio, value $3,800,557.

    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 15,781 shares
    Change vs previous 13F -633 shares

    0.05% of the 13F portfolio, value $4,542,541.

    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 16,414 shares
    Change vs previous 13F -1,054 shares

    0.07% of the 13F portfolio, value $4,261,157.

    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 17,468 shares
    Change vs previous 13F -1,699 shares

    0.08% of the 13F portfolio, value $4,338,041.

    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 19,167 shares
    Change vs previous 13F +6,012 shares

    0.12% of the 13F portfolio, value $5,074,083.

    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 13,155 shares
    Change vs previous 13F -769 shares

    0.09% of the 13F portfolio, value $3,337,204.

    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 13,924 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,929,268.

    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).