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Concurrent Investment Advisors, LLC: HYS position timeline

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

Concurrent Investment Advisors, LLC held 29,584 HYS 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 29,584 shares
    Change vs previous 13F +540 shares

    0.02% of the 13F portfolio, value $2,766,661.

    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 29,044 shares
    Change vs previous 13F -2,993 shares

    0.03% of the 13F portfolio, value $2,708,976.

    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 32,037 shares
    Change vs previous 13F +2,367 shares

    0.03% of the 13F portfolio, value $3,037,788.

    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 29,670 shares
    Change vs previous 13F +1,725 shares

    0.05% of the 13F portfolio, value $2,838,865.

    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 27,945 shares
    Change vs previous 13F +844 shares

    0.05% of the 13F portfolio, value $2,655,094.

    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 27,101 shares
    Change vs previous 13F +6,918 shares

    0.06% of the 13F portfolio, value $2,538,319.

    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 20,183 shares
    Change vs previous 13F +1,372 shares

    0.05% of the 13F portfolio, value $1,890,724.

    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 18,811 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,796,431.

    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).