Concurrent Investment Advisors, LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 2001015 Tampa, FL

Position in WPM

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

Position Value

$494,432

-$29,345 QoQ

Shares Held

4,402

+10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#111

of 233 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $6,769,872 across 11 Gold names. WPM ranks #5 (7.3% 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. This page	4,402	$494,432
6	PAAS	Pan American Silver Corp	10,266	$459,813
7	AGI	Alamos Gold Inc	13,529	$410,469
8	FNV	FRANCO NEVADA Corp	1,654	$344,758

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$494,432	4,402	+10.1%	Shares	Sole	2026-07-27
2026-03-31	$523,777	3,998	-4.9%	Shares	Sole	2026-04-21
2025-12-31	$493,936	4,203	+1.9%	Shares	Sole	2026-01-29
2025-09-30	$461,340	4,125	+0.0%	Shares	Sole	2025-10-27
2025-06-30	$370,245	4,123	+14.7%	Shares	Sole	2025-07-25
2025-03-31	$279,079	3,595	-20.0%	Shares	Sole	2025-04-29
2024-12-31	$252,630	4,492	+8.1%	Shares	Sole	2025-02-03
2024-09-30	$253,848	4,156	-15.0%	Shares	Sole	2024-10-30
2024-06-30	$256,228	4,888	-0.7%	Shares	Sole	2024-07-30
2024-03-31	$231,879	4,920	-10.1%	Shares	Sole	2024-05-07
2023-12-31	$269,889	5,470	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.