Skip to content
Disclosery

Concurrent Investment Advisors, LLC: DYNF position timeline

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

Concurrent Investment Advisors, LLC held 555,983 DYNF 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 555,983 shares
    Change vs previous 13F +69,205 shares

    0.32% of the 13F portfolio, value $37,812,421.

    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 486,778 shares
    Change vs previous 13F +142,424 shares

    0.31% of the 13F portfolio, value $28,320,757.

    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 344,354 shares
    Change vs previous 13F +169,364 shares

    0.24% of the 13F portfolio, value $20,940,151.

    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 174,990 shares
    Change vs previous 13F +58,495 shares

    0.18% of the 13F portfolio, value $10,359,425.

    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 116,495 shares
    Change vs previous 13F +2,653 shares

    0.12% of the 13F portfolio, value $6,344,323.

    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 113,842 shares
    Change vs previous 13F +6,703 shares

    0.14% of the 13F portfolio, value $5,550,931.

    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 107,139 shares
    Change vs previous 13F +2,203 shares

    0.15% of the 13F portfolio, value $5,490,849.

    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 104,936 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,191,186.

    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).