Concurrent Investment Advisors, LLC
Holdings in ERC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $265,514 | 28,550 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $277,618 | 28,979 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $212,946 | 22,534 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $202,535 | 21,967 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $182,623 | 19,872 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $131,926 | 13,771 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $123,735 | 13,779 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $160,709 | 17,225 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $185,562 | 19,657 | Shares | Sole | 2024-04-15 |