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Concurrent Investment Advisors, LLC: XYLD position timeline

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

Concurrent Investment Advisors, LLC held 71,901 XYLD 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 71,901 shares
    Change vs previous 13F -5,844 shares

    0.03% of the 13F portfolio, value $2,932,821.

    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 77,745 shares
    Change vs previous 13F +991 shares

    0.03% of the 13F portfolio, value $3,042,177.

    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 76,754 shares
    Change vs previous 13F +2,140 shares

    0.04% of the 13F portfolio, value $3,118,507.

    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 74,614 shares
    Change vs previous 13F -7,186 shares

    0.05% of the 13F portfolio, value $2,929,362.

    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 81,800 shares
    Change vs previous 13F -1,997 shares

    0.06% of the 13F portfolio, value $3,185,299.

    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 83,797 shares
    Change vs previous 13F +35,965 shares

    0.08% of the 13F portfolio, value $3,309,158.

    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 47,832 shares
    Change vs previous 13F -1,820 shares

    0.05% of the 13F portfolio, value $2,004,164.

    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 49,652 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,060,561.

    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).