Concurrent Investment Advisors, LLC
Holdings in ACP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $130,445 | 24,112 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $123,087 | 21,222 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $197,779 | 33,522 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $213,647 | 36,273 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $214,645 | 35,954 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $281,045 | 42,454 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $201,250 | 29,683 | Shares | Sole | 2024-07-30 |