Concurrent Investment Advisors, LLC
Position in DBB — Invesco Db Base Metals Fund
CIK 2001015
Tampa, FL
Position in DBB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$201,186
-$2,712,485 QoQ
Shares Held
8,348
-93.3% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 84 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DBB Over Time
Shares Held
Position Value (USD)
Derivatives in DBB
reported options exposure · as of Mar 31, 2026CallValue
$470,000
CallShares
20,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in DBB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,186 | 8,348 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,913,671 | 123,986 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $470,000 | 20,000 | Call | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||