Concurrent Investment Advisors, LLC
CIK
0002001015
City
Tampa
State / Country
FL
Holdings in RFMZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $290,547 | 22,950 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $593,709 | 45,495 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $533,660 | 42,220 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $516,938 | 38,520 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $444,143 | 33,145 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $455,082 | 31,385 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $360,711 | 25,510 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $357,905 | 25,510 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $311,256 | 23,760 | Shares | Sole | 2024-04-15 |