Concurrent Investment Advisors, LLC
Holdings in BROS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,621,118 | 173,491 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $8,969,453 | 171,369 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $54,696 | 800 | Shares | Sole | 2025-07-25 |
| 2025-06-30 | $11,684,501 | 170,901 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $10,585,940 | 171,460 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $53,878,329 | 1,028,605 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $7,893,505 | 246,441 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $51,352,518 | 1,240,399 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $4,323,957 | 131,029 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $5,736,038 | 181,119 | Shares | Sole | 2024-04-15 |