Concurrent Investment Advisors, LLC
CIK
0002001015
City
Tampa
State / Country
FL
Holdings in VGM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $115,895 | 11,176 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $129,586 | 12,805 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $97,794 | 10,305 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $102,637 | 10,305 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $104,080 | 10,305 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $108,820 | 10,305 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $105,832 | 10,305 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $101,607 | 10,305 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $101,916 | 10,305 | Shares | Sole | 2024-04-15 |