Concurrent Investment Advisors, LLC
Holdings in STGW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $211,619 | 43,276 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $243,643 | 43,276 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $194,742 | 43,276 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $215,410 | 35,605 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $234,280 | 35,605 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $249,947 | 35,605 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $196,927 | 28,875 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $124,400 | 20,000 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $132,600 | 20,000 | Shares | Sole | 2024-04-15 |