Back to HTD
Concurrent Investment Advisors, LLC → HTD
Concurrent Investment Advisors, LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
15
Latest value
$3.6M
Q3 2026
Peak value
$3.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $258K |
| Q3 2025 | $2.4M |
| Q4 2025 | $236K |
| Q4 2025 | $4K |
| Q4 2025 | $3M |
| Q1 2026 | $4K |
| Q1 2026 | $243K |
| Q1 2026 | $3.1M |
| Q1 2026 | $2K |
| Q2 2026 | $250K |
| Q2 2026 | $4K |
| Q2 2026 | $3K |
| Q2 2026 | $3.5M |
| Q3 2026 | $1.2M |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 50.1K | — | — |
| Q3 2026 | $1.2M | 54.1K | — | — |
| Q2 2026 | $3.5M | 47.1K | — | — |
| Q2 2026 | $3K | 46 | — | — |
| Q2 2026 | $4K | 163 | — | — |
| Q2 2026 | $250K | 9.8K | — | — |
| Q1 2026 | $2K | 35 | — | — |
| Q1 2026 | $3.1M | 46.4K | — | — |
| Q1 2026 | $243K | 9.8K | — | — |
| Q1 2026 | $4K | 163 | — | — |
| Q4 2025 | $3M | 45.7K | — | — |
| Q4 2025 | $4K | 163 | — | — |
| Q4 2025 | $236K | 10.0K | — | — |
| Q3 2025 | $2.4M | 37.7K | — | — |
| Q3 2025 | $258K | 10.4K | — | — |
Other funds holding HTD
$285.1M
$225.8M