Position in RS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$286,551
+$81,102 QoQ
Shares Held
767
+13.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#94
of 180 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $9,561,629 across 5 Steel names. RS ranks #4 (3.0% of the industry book) .
All Filings in RS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,551 | 767 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $205,449 | 676 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||