Concurrent Investment Advisors, LLC
Holdings in JFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $309,504 | 39,528 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $328,451 | 40,153 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $474,497 | 56,021 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $437,619 | 51,667 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $447,587 | 50,178 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $442,569 | 50,178 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $435,120 | 50,303 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $439,153 | 50,304 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $425,541 | 51,769 | Shares | Sole | 2024-04-15 |