Concurrent Investment Advisors, LLC
Holdings in CION
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $435,865 | 45,074 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $434,316 | 45,814 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $490,807 | 51,286 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $444,874 | 42,983 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $488,170 | 42,822 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $496,575 | 41,729 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $491,332 | 40,539 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $461,791 | 41,981 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $502,005 | 44,386 | Shares | Sole | 2024-04-15 |