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Concurrent Investment Advisors, LLC: XCHYX position timeline

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

Concurrent Investment Advisors, LLC held 20,367 XCHYX 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 20,367 shares
    Change vs previous 13F -685 shares

    <0.01% of the 13F portfolio, value $277,400.

    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 21,052 shares
    Change vs previous 13F -1,116 shares

    <0.01% of the 13F portfolio, value $229,258.

    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 22,168 shares
    Change vs previous 13F -113 shares

    <0.01% of the 13F portfolio, value $250,722.

    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 22,281 shares
    Change vs previous 13F -7,997 shares

    <0.01% of the 13F portfolio, value $249,994.

    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 30,278 shares
    Change vs previous 13F +4,796 shares

    0.01% of the 13F portfolio, value $332,757.

    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 25,482 shares
    Change vs previous 13F -442 shares

    0.01% of the 13F portfolio, value $257,363.

    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 25,924 shares
    Change vs previous 13F +1,811 shares

    0.01% of the 13F portfolio, value $314,721.

    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 24,113 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $287,672.

    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).