Concurrent Investment Advisors, LLC
Holdings in USA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $710,839 | 113,191 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $654,154 | 103,179 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $574,791 | 84,404 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $552,846 | 84,404 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $474,539 | 68,279 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $543,384 | 76,533 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $443,897 | 65,279 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $344,479 | 48,179 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $198,922 | 31,179 | Shares | Sole | 2024-04-15 |