Concurrent Investment Advisors, LLC
CIK
0002001015
City
Tampa
State / Country
FL
Holdings in DFP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $628,356 | 30,224 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $654,545 | 30,247 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $555,582 | 27,062 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $536,724 | 26,518 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $363,905 | 18,250 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $351,138 | 16,332 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $295,891 | 15,411 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $192,850 | 10,060 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $207,976 | 11,717 | Shares | Sole | 2024-04-15 |