Position in FSV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$224,106
-$11,396 QoQ
Shares Held
1,577
-7.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 275 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FSV Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $10,843,359 across 4 Real Estate Services names. FSV ranks #3 (2.1% of the industry book) .
All Filings in FSV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,106 | 1,577 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $235,502 | 1,695 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $220,696 | 1,419 | Shares | Sole | 2026-01-29 | |
| 2024-03-31 | $211,560 | 1,276 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $247,835 | 1,529 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||