Concurrent Investment Advisors, LLC
Position in STPZ — PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
CIK 2001015
Tampa, FL
All Filings in STPZ
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 STPZ | $2,249,947 | 41,581 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 STPZ | $2,219,860 | 41,369 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 STPZ | $2,190,172 | 40,424 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 STPZ | $2,186,623 | 40,636 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 STPZ | $2,080,580 | 38,515 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 STPZ | $1,849,537 | 35,364 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 STPZ | $1,802,059 | 34,117 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 STPZ | $1,569,339 | 30,390 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 STPZ | $1,365,007 | 26,505 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 STPZ | $613,237 | 11,989 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||