Position in STGW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$600,306
+$327,887 QoQ
Shares Held
80,795
+86.6% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#72
of 181 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STGW Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $11,167,120 across 4 Advertising Agencies names. STGW ranks #3 (5.4% of the industry book) .
All Filings in STGW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,306 | 80,795 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $272,419 | 43,310 | Shares | Sole | 2026-04-21 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||