Concurrent Investment Advisors, LLC
Position in ARLP — Alliance Resource Partners LP
CIK 2001015
Tampa, FL
Position in ARLP
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,468,021
+$624,122 QoQ
Shares Held
53,093
+46.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#49
of 184 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ARLP Over Time
Shares Held
Position Value (USD)
Position in Thermal Coal
Energy · as of Mar 31, 2026Concurrent Investment Advisors, LLC holds $1,590,528 across 2 Thermal Coal names. ARLP ranks #1 (92.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARLP |
Alliance Resource Partners LP
This page
|
53,093 | $1,468,021 | |
| 2 | BTU |
Peabody Energy Corp
|
3,718 | $122,507 |
All Filings in ARLP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,468,021 | 53,093 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $843,899 | 36,328 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $873,263 | 34,530 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $796,642 | 30,476 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $817,718 | 29,975 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $702,205 | 26,710 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $518,525 | 20,741 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $339,260 | 13,870 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||