Concurrent Investment Advisors, LLC
CIK
0002001015
City
Tampa
State / Country
FL
Holdings in TBLD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,693,183 | 84,238 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $1,462,491 | 73,529 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $407,919 | 20,791 | Shares | Sole | 2025-07-25 |