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Concurrent Investment Advisors, LLC → CLM
Concurrent Investment Advisors, LLC CLM Position History
Cornerstone Strategic Investment Fund, Inc. • Financial Services
Quarters held
1
Latest value
$189K
Q3 2026
Peak value
$189K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $189K | 29.5K | — | — |
Other funds holding CLM
$4.8M