Concurrent Investment Advisors, LLC
Position in CPAI — Counterpoint Quantitative Equity ETF
CIK 2001015
Tampa, FL
Position in CPAI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,895,371
+$716,725 QoQ
Shares Held
93,213
+17.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPAI Over Time
Shares Held
Position Value (USD)
All Filings in CPAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,895,371 | 93,213 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,178,646 | 79,268 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,876,828 | 72,844 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,699,734 | 45,709 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||