Concurrent Investment Advisors, LLC

Position in MYI — Blackrock Muniyield Quality Fund III, Inc.

CIK 2001015 Tampa, FL

Position in MYI

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$1,368,160

+$960,906 QoQ

Shares Held

130,177

+247.5% QoQ

Ownership

0.196%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $109,583,966 across 131 Asset Management names. MYI ranks #18 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	120,926	$13,905,280
2	DHIL	DIAMOND HILL INVESTMENT GROUP INC	67,616	$11,636,713
3	BLK	BlackRock, Inc.	8,668	$8,336,102
4	CEF	Sprott Physical Gold & Silver Trust	117,448	$5,604,618
5	RJF	Raymond James Financial Inc	26,665	$3,860,824
6	APO	Apollo Global Management, Inc.	30,106	$3,354,410
7	KKR	KKR & Co. Inc.	35,989	$3,328,982
8	OWL	Blue Owl Capital Inc.	275,478	$2,515,113

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,368,160	130,177	+247.5%	Shares	Sole	2026-04-21
2025-12-31	$407,254	37,466	+1.7%	Shares	Sole	2026-01-29
2025-09-30	$408,076	36,830	+2.2%	Shares	Sole	2025-10-27
2025-06-30	$377,954	36,030	+8.1%	Shares	Sole	2025-07-25
2025-03-31	$366,461	33,345	+213.2%	Shares	Sole	2025-04-29
2024-12-31	$117,531	10,646	0.0%	Shares	Sole	2025-02-03
2024-09-30	$127,752	10,646	0.0%	Shares	Sole	2024-10-30
2024-06-30	$119,022	10,646	0.0%	Shares	Sole	2024-07-30
2024-03-31	$122,003	10,646	+3.0%	Shares	Sole	2024-05-07
2023-12-31	$120,311	10,336	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.