Concurrent Investment Advisors, LLC
Position in ETHA — iShares Ethereum Trust ETF
CIK 2001015
Tampa, FL
Position in ETHA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,991,587
+$1,450,330 QoQ
Shares Held
125,811
+421.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ETHA Over Time
Shares Held
Position Value (USD)
Derivatives in ETHA
reported options exposure · as of Sep 30, 2025CallValue
$15,755
CallShares
500
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 ETHA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,991,587 | 125,811 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $541,257 | 24,131 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $15,755 | 500 | Call | Sole | 2025-10-27 | |
| 2025-09-30 | $9,350,970 | 296,762 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,416,722 | 126,729 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||