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Concurrent Investment Advisors, LLC → MYFW
Concurrent Investment Advisors, LLC MYFW Position History
First Western Financial, Inc. • Banking
Quarters held
3
Latest value
$281K
Q3 2026
Peak value
$301K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $230K |
| Q2 2026 | $301K |
| Q3 2026 | $281K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $281K | 9.4K | — | — |
| Q2 2026 | $301K | 9.4K | — | — |
| Q1 2026 | $230K | 9.4K | — | — |