Concurrent Investment Advisors, LLC
Holdings in ARKB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,618,383 | 124,600 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $4,766,263 | 125,362 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $4,566,052 | 127,579 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $1,355,615 | 49,475 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $290,629 | 9,348 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $200,480 | 9,476 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $135,574 | 6,781 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $158,380 | 6,694 | Shares | Sole | 2024-05-07 |