Concurrent Investment Advisors, LLC
Holdings in KIO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $162,596 | 14,029 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $175,568 | 13,934 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $175,274 | 13,955 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $164,317 | 13,370 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $178,890 | 13,370 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $197,341 | 13,370 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $183,169 | 13,370 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $181,029 | 13,370 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $168,060 | 13,370 | Shares | Sole | 2024-04-15 |