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Concurrent Investment Advisors, LLC: SHYL position timeline

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

Concurrent Investment Advisors, LLC held 210,216 SHYL 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 210,216 shares
    Change vs previous 13F +14,223 shares

    0.08% of the 13F portfolio, value $9,339,892.

    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 195,993 shares
    Change vs previous 13F +25,529 shares

    0.09% of the 13F portfolio, value $8,700,109.

    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 170,464 shares
    Change vs previous 13F +14,967 shares

    0.09% of the 13F portfolio, value $7,665,758.

    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 155,497 shares
    Change vs previous 13F +29,332 shares

    0.12% of the 13F portfolio, value $7,063,456.

    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 126,165 shares
    Change vs previous 13F +18,417 shares

    0.11% of the 13F portfolio, value $5,717,784.

    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 107,748 shares
    Change vs previous 13F +24,780 shares

    0.12% of the 13F portfolio, value $4,805,581.

    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 82,968 shares
    Change vs previous 13F +28,777 shares

    0.1% of the 13F portfolio, value $3,713,665.

    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 54,191 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,472,190.

    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).