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Concurrent Investment Advisors, LLC: PYLD position timeline

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

Concurrent Investment Advisors, LLC held 737,516 PYLD 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 737,516 shares
    Change vs previous 13F +573,644 shares

    0.17% of the 13F portfolio, value $19,558,937.

    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 163,872 shares
    Change vs previous 13F +18,940 shares

    0.05% of the 13F portfolio, value $4,293,453.

    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 144,932 shares
    Change vs previous 13F +79,470 shares

    0.04% of the 13F portfolio, value $3,866,779.

    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 65,462 shares
    Change vs previous 13F +51,317 shares

    0.03% of the 13F portfolio, value $1,756,992.

    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 14,145 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $375,396.

    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).