Concurrent Investment Advisors, LLC
Holdings in IIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $183,949 | 14,931 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $187,384 | 14,931 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $197,239 | 16,945 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $149,720 | 12,508 | Shares | Sole | 2025-04-29 |