Concurrent Investment Advisors, LLC: SLYV position timeline

Concurrent Investment Advisors, LLC held 7,771 SLYV 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 7,771 shares

   Change vs previous 13F +411 shares

   0.01% of the 13F portfolio, value $847,925.

   13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 7,360 shares

   Change vs previous 13F -138 shares

   0.01% of the 13F portfolio, value $696,079.

   13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 7,498 shares

   Change vs previous 13F +4,696 shares

   0.01% of the 13F portfolio, value $682,133.

   13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 2,802 shares

   Change vs previous 13F -1 shares

   <0.01% of the 13F portfolio, value $248,409.

   13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,803 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $223,561.

   13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).