Concurrent Investment Advisors, LLC
Holdings in NAD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $613,921 | 51,075 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $651,787 | 55,756 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $591,279 | 52,372 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $696,130 | 60,428 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $655,805 | 56,244 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $730,184 | 58,981 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $531,880 | 45,305 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $490,889 | 42,835 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $516,280 | 45,090 | Shares | Sole | 2024-04-15 |