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Concurrent Investment Advisors, LLC: QYLD position timeline

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

Concurrent Investment Advisors, LLC held 234,940 QYLD 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 234,940 shares
    Change vs previous 13F +2,887 shares

    0.04% of the 13F portfolio, value $4,329,949.

    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 232,053 shares
    Change vs previous 13F +8,197 shares

    0.04% of the 13F portfolio, value $3,979,706.

    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 223,856 shares
    Change vs previous 13F -1,516 shares

    0.05% of the 13F portfolio, value $3,955,534.

    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 225,372 shares
    Change vs previous 13F -10,375 shares

    0.07% of the 13F portfolio, value $3,833,586.

    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 235,747 shares
    Change vs previous 13F -7,305 shares

    0.08% of the 13F portfolio, value $3,941,695.

    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 243,052 shares
    Change vs previous 13F +65,771 shares

    0.1% of the 13F portfolio, value $4,041,924.

    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 177,281 shares
    Change vs previous 13F +95 shares

    0.09% of the 13F portfolio, value $3,230,056.

    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 177,186 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,196,428.

    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).