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Concurrent Investment Advisors, LLC

Position in LGN — Legence Corp.

CIK 2001015 Tampa, FL

Position in LGN

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$237,364
New position
Shares Held
2,785
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#217
of 263 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $36,815,168 across 13 Engineering & Construction names. LGN ranks #13 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in LGN

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $237,364 2,785