Concurrent Investment Advisors, LLC
Holdings in SCM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $196,020 | 15,459 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $169,636 | 12,989 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $233,885 | 16,778 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $228,774 | 16,341 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $226,049 | 16,428 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $247,734 | 18,096 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $211,332 | 15,392 | Shares | Sole | 2024-07-30 |