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Concurrent Investment Advisors, LLC → IIM
Concurrent Investment Advisors, LLC IIM Position History
Invesco Value Municipal Income Trust • Financial Services
Quarters held
5
Latest value
$219K
Q3 2026
Peak value
$387K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $187K |
| Q4 2025 | $184K |
| Q1 2026 | $297K |
| Q2 2026 | $387K |
| Q3 2026 | $219K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $219K | 20.9K | — | — |
| Q2 2026 | $387K | 30.4K | — | — |
| Q1 2026 | $297K | 24.4K | — | — |
| Q4 2025 | $184K | 14.9K | — | — |
| Q3 2025 | $187K | 14.9K | — | — |