Concurrent Investment Advisors, LLC

Position in PAAS — Pan American Silver Corp

CIK 2001015 Tampa, FL

Back to PAAS Full portfolio

Position in PAAS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$459,813

-$78,128 QoQ

Shares Held

10,266

+4.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#55

of 147 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PAAS Over Time

Shares Held

Position Value (USD)

Derivatives in PAAS

reported options exposure · as of Sep 30, 2024

CallValue

$20,870

CallShares

1,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Gold

Basic Materials · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $6,769,872 across 11 Gold names. PAAS ranks #6 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEM	NEWMONT Corp /DE/	22,559	$2,107,010
2	AEM	Agnico Eagle Mines Ltd	6,730	$1,044,023
3	CDE	Coeur Mining, Inc.	54,712	$892,898
4	B	Barrick Mining Corp	22,549	$828,224
5	WPM	Wheaton Precious Metals Corp.	4,402	$494,432
6	PAAS	Pan American Silver Corp This page	10,266	$459,813
7	AGI	Alamos Gold Inc	13,529	$410,469
8	FNV	FRANCO NEVADA Corp	1,654	$344,758

All Filings in PAAS

Export CSV

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$459,813	10,266	+4.3%	Shares	Sole	2026-07-27
2026-03-31	$537,941	9,847	-51.6%	Shares	Sole	2026-04-21
2025-12-31	$1,053,555	20,335	+130.1%	Shares	Sole	2026-01-29
2025-09-30	$342,334	8,839	-0.5%	Shares	Sole	2025-10-27
2025-06-30	$252,390	8,887	+3.3%	Shares	Sole	2025-07-25
2025-03-31	$222,112	8,599	-7.8%	Shares	Sole	2025-04-29
2024-09-30	$194,654	9,327	+832.7%	Shares	Sole	2024-10-30
2024-09-30	$20,870	1,000	—	Call	Sole	2024-10-30
No filing history on record for this holder in this stock.