Concurrent Investment Advisors, LLC
Position in PLTM — GraniteShares Platinum Trust
CIK 2001015
Tampa, FL
Position in PLTM
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$286,296
-$28,830 QoQ
Shares Held
15,140
-5.2% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTM Over Time
Shares Held
Position Value (USD)
All Filings in PLTM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,296 | 15,140 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $315,126 | 15,972 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $151,160 | 10,004 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||