Concurrent Investment Advisors, LLC
CIK
0002001015
City
Tampa
State / Country
FL
Holdings in STK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $373,565 | 10,154 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $340,943 | 9,653 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $291,814 | 9,596 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $231,254 | 8,265 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $287,805 | 9,008 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $285,502 | 8,525 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $271,779 | 8,164 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $226,085 | 7,094 | Shares | Sole | 2024-05-07 |