Position in GM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,186,949
+$663,784 QoQ
Shares Held
41,346
+22.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#436
of 1,548 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Derivatives in GM
reported options exposure · as of Sep 30, 2024CallValue
$4,484
CallShares
100
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.
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $65,358,843 across 6 Auto Manufacturers names. GM ranks #3 (4.9% of the industry book) .
All Filings in GM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,186,949 | 41,346 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,523,165 | 33,868 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,665,425 | 32,777 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,586,927 | 26,028 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $822,151 | 16,707 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $598,503 | 12,726 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $522,898 | 9,816 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,484 | 100 | Call | Sole | 2024-10-30 | |
| 2024-09-30 | $520,637 | 11,611 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $9,292 | 200 | Call | Sole | 2024-07-30 | |
| 2024-06-30 | $514,544 | 11,075 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,535 | 100 | Call | Sole | 2024-05-07 | |
| 2024-03-31 | $408,331 | 9,004 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $287,324 | 7,999 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||