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Concurrent Investment Advisors, LLC: SLV position timeline

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

Concurrent Investment Advisors, LLC held 102,777 SLV 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 102,777 shares
    Change vs previous 13F +25,431 shares

    0.05% of the 13F portfolio, value $5,495,478.

    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 77,346 shares
    Change vs previous 13F +3,690 shares

    0.06% of the 13F portfolio, value $5,270,381.

    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 73,656 shares
    Change vs previous 13F +11,794 shares

    0.05% of the 13F portfolio, value $4,744,920.

    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 61,862 shares
    Change vs previous 13F -7,522 shares

    0.05% of the 13F portfolio, value $2,621,072.

    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 69,384 shares
    Change vs previous 13F +23,881 shares

    0.04% of the 13F portfolio, value $2,276,473.

    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 45,503 shares
    Change vs previous 13F +12,677 shares

    0.03% of the 13F portfolio, value $1,410,123.

    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 32,826 shares
    Change vs previous 13F +6,290 shares

    0.02% of the 13F portfolio, value $864,296.

    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 26,536 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $753,874.

    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).