Concurrent Investment Advisors, LLC
Position in TAVI — Tavia Acquisition Corp.
CIK 2001015
Tampa, FL
Position in TAVI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$122,762
+$1,322 QoQ
Shares Held
11,500
0.0% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 19 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TAVI Over Time
Shares Held
Position Value (USD)
Position in Shell Companies
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $482,938 across 3 Shell Companies names. TAVI ranks #3 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UYSC |
UY Scuti Acquisition Corp.
|
20,000 | $214,000 | |
| 2 | 12,800 | $146,176 | |||
| 3 | TAVI |
Tavia Acquisition Corp.
This page
|
11,500 | $122,762 |
All Filings in TAVI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,762 | 11,500 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $121,440 | 11,500 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $119,945 | 11,500 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $118,910 | 11,500 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||