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Disclosery

Concurrent Investment Advisors, LLC: SDY position timeline

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

Concurrent Investment Advisors, LLC held 27,269 SDY 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 27,269 shares
    Change vs previous 13F +3,271 shares

    0.04% of the 13F portfolio, value $4,149,789.

    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 23,998 shares
    Change vs previous 13F -1,578 shares

    0.04% of the 13F portfolio, value $3,502,286.

    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 25,576 shares
    Change vs previous 13F +1,406 shares

    0.04% of the 13F portfolio, value $3,559,128.

    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 24,170 shares
    Change vs previous 13F +533 shares

    0.06% of the 13F portfolio, value $3,384,979.

    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 23,637 shares
    Change vs previous 13F +6,187 shares

    0.06% of the 13F portfolio, value $3,208,309.

    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 17,450 shares
    Change vs previous 13F +11,288 shares

    0.06% of the 13F portfolio, value $2,367,548.

    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 6,162 shares
    Change vs previous 13F +1,536 shares

    0.02% of the 13F portfolio, value $814,023.

    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 4,626 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $657,049.

    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).