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Concurrent Investment Advisors, LLC → AB
Concurrent Investment Advisors, LLC AB Position History
AllianceBernstein Holding L.P. • Financial Services
Quarters held
10
Latest value
$533K
Q3 2026
Peak value
$9.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $618K |
| Q4 2025 | $19K |
| Q4 2025 | $605K |
| Q1 2026 | $19K |
| Q1 2026 | $602K |
| Q2 2026 | $9.5M |
| Q2 2026 | $511K |
| Q2 2026 | $87K |
| Q3 2026 | $6.8M |
| Q3 2026 | $533K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $533K | 15.3K | — | — |
| Q3 2026 | $6.8M | 51.9K | — | — |
| Q2 2026 | $87K | 2.5K | — | — |
| Q2 2026 | $511K | 14.5K | — | — |
| Q2 2026 | $9.5M | 64.3K | — | — |
| Q1 2026 | $602K | 16.1K | — | — |
| Q1 2026 | $19K | 500 | — | — |
| Q4 2025 | $605K | 15.7K | — | — |
| Q4 2025 | $19K | 500 | — | — |
| Q3 2025 | $618K | 16.2K | — | — |