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Concurrent Investment Advisors, LLC → HTB
Concurrent Investment Advisors, LLC HTB Position History
HomeTrust Bancshares, Inc. • Banking
Quarters held
5
Latest value
$752K
Q3 2026
Peak value
$774K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $506K |
| Q4 2025 | $666K |
| Q1 2026 | $662K |
| Q2 2026 | $774K |
| Q3 2026 | $752K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $752K | 16.4K | — | — |
| Q2 2026 | $774K | 15.5K | — | — |
| Q1 2026 | $662K | 15.5K | — | — |
| Q4 2025 | $666K | 15.5K | — | — |
| Q3 2025 | $506K | 12.3K | — | — |