Concurrent Investment Advisors, LLC
Holdings in IQI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $157,566 | 15,820 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $154,645 | 15,700 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $274,008 | 29,212 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $239,212 | 24,712 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $149,714 | 15,184 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $162,435 | 15,559 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $135,249 | 13,634 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $131,977 | 13,634 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $167,566 | 17,620 | Shares | Sole | 2024-04-15 |