Concurrent Investment Advisors, LLC
CIK
0002001015
City
Tampa
State / Country
FL
Holdings in RMI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $413,129 | 28,870 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $489,331 | 33,470 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $378,978 | 26,595 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $353,019 | 23,645 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $286,817 | 19,045 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $311,004 | 19,045 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $303,005 | 19,045 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $306,624 | 19,045 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $290,055 | 19,045 | Shares | Sole | 2024-04-15 |