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Concurrent Investment Advisors, LLC

Position in ALLE — Allegion plc

CIK 2001015 Tampa, FL

Position in ALLE

as of Mar 31, 2026 · filed Apr 21, 2026
Position Value
$271,692
-$180,492 QoQ
Shares Held
1,870
-34.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ALLE Over Time

Shares Held

Position Value (USD)

Position in Security & Protection Services

Industrials · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $771,649 across 4 Security & Protection Services names. ALLE ranks #2 (35.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ALLE
Allegion plc
This page
1,870 $271,692

All Filings in ALLE

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $271,692 1,870
2025-12-31 $452,184 2,840