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Concurrent Investment Advisors, LLC → IBKR
Concurrent Investment Advisors, LLC IBKR Position History
Interactive Brokers Group, Inc. • Financial Services
Quarters held
13
Latest value
$8.5M
Q3 2026
Peak value
$8.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $738K |
| Q3 2025 | $7K |
| Q3 2025 | $7K |
| Q4 2025 | $1M |
| Q4 2025 | $527K |
| Q4 2025 | $6K |
| Q4 2025 | $6K |
| Q1 2026 | $1M |
| Q1 2026 | $819K |
| Q2 2026 | $1.4M |
| Q2 2026 | $652K |
| Q3 2026 | $24K |
| Q3 2026 | $8.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.5M | 99.0K | — | — |
| Q3 2026 | $24K | 283 | — | — |
| Q2 2026 | $652K | 7.5K | — | — |
| Q2 2026 | $1.4M | 16.6K | — | — |
| Q1 2026 | $819K | 12.2K | — | — |
| Q1 2026 | $1M | 15.4K | — | — |
| Q4 2025 | $6K | 100 | — | — |
| Q4 2025 | $6K | 100 | — | — |
| Q4 2025 | $527K | 8.2K | — | — |
| Q4 2025 | $1M | 15.8K | — | — |
| Q3 2025 | $7K | 100 | — | — |
| Q3 2025 | $7K | 100 | — | — |
| Q3 2025 | $738K | 10.7K | — | — |
Other funds holding IBKR
$1.7B
$1.7B
$1.3B
$725.9M
$693.1M