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Concurrent Investment Advisors, LLC: HYLS position timeline

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

Concurrent Investment Advisors, LLC held 79,536 HYLS 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 79,536 shares
    Change vs previous 13F +6,399 shares

    0.03% of the 13F portfolio, value $3,233,154.

    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 73,137 shares
    Change vs previous 13F -14,640 shares

    0.03% of the 13F portfolio, value $2,967,182.

    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 87,777 shares
    Change vs previous 13F +10,512 shares

    0.04% of the 13F portfolio, value $3,674,360.

    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 77,265 shares
    Change vs previous 13F -1,430 shares

    0.06% of the 13F portfolio, value $3,249,007.

    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 78,695 shares
    Change vs previous 13F -138,442 shares

    0.06% of the 13F portfolio, value $3,290,222.

    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 217,137 shares
    Change vs previous 13F +8,608 shares

    0.22% of the 13F portfolio, value $8,911,305.

    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 208,529 shares
    Change vs previous 13F +508 shares

    0.23% of the 13F portfolio, value $8,618,506.

    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 208,021 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,728,555.

    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).